Senior Associate, Client Services

1 month ago

Toronto ON, Canada Morningstar Full time

Job Responsibilities:

Reporting to the Vice President, Client Services, this person will support senior Business Development team members as well as service client demands with creative problem solving and the swift execution of a variety of administrative tasks. Specific responsibilities include but are not limited to:

Client engagement:

  • Meet with existing clients to discuss Morningstar DBRS products and services, and related pricing
  • Track the status of engagements with new and existing clients across North America
  • Assist with contract negotiations and renewals
  • Provide best-in-class client servicing by actively participating in client calls and monitoring client inquiries, completing requests in real time

Client data administration

  • Configure and maintain records on clients within the Salesforce CRM system including inputting data, tracking pipelines, fees and creating reports for internal executives
  • Work closely with billing/finance team to initiate billings, validate billings and track the status of client invoices
  • Adhere to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement

Efficient project management and innovation

  • Identify improvements to existing procedures and work with the relevant teams to see them implemented
  • Conduct research that identifies any market trends likely to impact issuers
  • Show demonstrated creativity, flexibility, enthusiasm, collaboration and willingness to learn

Qualifications:

  • Keen interest in the financial services industry
  • Excellent oral and written communication skills; comfortable doing presentations
  • Strong customer service skills, an eagerness to excel and be part of a dynamic, fast growing team.
  • Confident engaging clients at an executive level, via in-person discussions, phone, or email
  • 3 years or more of relevant experience related to Sales or Relationship Management
  • Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)

Nice to have:

  • 3 years or more of experience in the financial services industry
  • Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg
  • Attained a bachelor’s degree or higher with a specialization in business, finance and other relevant disciplines
  • Canadian Securities Course (CSC)

About Us

DBRS Morningstar is a global credit ratings business, currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world.

DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes.

DBRS Morningstar rates more than 2,600 issuers and 54,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. DBRS Morningstar’s approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources.

If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. #J-18808-Ljbffr

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