S&P Global · 1 day ago
Associate, Loan Platforms Account Services
Dallas, TX
Full-time
Hybrid
New Grad, Entry Level
$47K/yr - $60K/yrS&P Global is a leading provider of financial information and analytics, and they are seeking an Associate to join their Loan Platforms Account Services Team. This role involves supporting day-to-day operations in the Syndicated Loan Market, focusing on onboarding, data research, and client interactions.
Enterprise SoftwareFinanceBig DataInformation TechnologyMarketingAnalyticsBusiness IntelligenceCreditFinancial ServicesInformation ServicesMarket Research
No H1B
Responsibilities
The associate will be part of a dynamic team, responsible for all onboarding, data research, and processing functions on the Loan Operations Team. In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority
As an Associate, you are expected to support our clients and the business with operational duties and all account maintenance support functions to ensure sufficient data integrity. These include but are not limited to accurately reviewing onboarding documentation, creation and maintenance of entity identifiers, user and trade accounts across multiple platforms, assisting clients on specific self service functionalities, and remaining knowledgeable on various platform integrations
You are tasked with providing onboarding support for new clients, their team members, and accounts as requested to ensure a smooth and effective quality-controlled onboarding process across multiple products
Strict adherence to internal procedures, processing deadlines, quality-controlled operational processes, and LSTA/LMA standards for processing and closure of primary and secondary par loan transactions and/or trades
You will be responsible for pro-actively identifying internal and external account and system related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations
Your ability to capture and channel user feedback through proper communication and listening skills is imperative. You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services
You should be willing and able to crosstrain with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients
Qualification
Required
Bachelor's Degree or equivalent work experience
Must be able to handle stressful customer situations with patience and poise
Ability to organize and prioritize complex issues and projects to completion
Able to demonstrate knowledge and experience in working with internet-based applications
Ability to think laterally, provide proper issue analyses, and question current processes
Eager to learn with strong analytical and problem-solving abilities
Proficient PC skills, especially in Microsoft Word and Excel
Preferred
Strong process improvement skills
Salesforce experience
Customer service experience
Benefits
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
Company
S&P Global
S&P Global is a market intelligence company that provides financial information and data analytics services.
Founded in 1860
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.75B2025-12-01Post Ipo Debt· $1B
2023-09-07Post Ipo Debt· $750M
2016-04-28IPO
Leadership Team
Martina Cheung
President and CEO
Rick Goldberg
Division Chief Financial Officer
Recent News
2026-02-06
Benzinga.com
2026-02-05
Company data provided by crunchbase