7 customer success manager jobs found in Dallas

About the Role: Grade Level (for internal use): 05 The Team The Loan Platforms suite within S&P Global Market Intelligence provides an electronic ecosystem that streamlines syndicated loan trading, settlement, and operational workflows across market participants. The ecosystem includes ClearPar, the market-leading solution for syndicated loan trade settlement, and ADFlow, which provides secure administrative details and settlement instructions. The ecosystem also includes messaging services that enable straight-through processing (STP) across the trade lifecycle and integration capabilities that connect client systems with the loan settlement platform. These platforms are used by lenders, agent banks, custodians, trustees, borrowers, and legal professionals to automate loan trade affirmation, confirmation, and settlement processes while reducing operational risk and improving settlement efficiency. The Impact: The Implementation Specialist Intern will support the...

About the Role: Grade Level (for internal use): 09 The Team: The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P’s WSO (Wall Street Office) provides real-time access to our clients portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service. Responsibilities and Impact:   This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with...

About the Role: Grade Level (for internal use): 08 The Team: As part of the Limited Partner Market Data Services (LP MDS) team, you will play a critical role in ensuring the delivery of superior service to our clients. This client-facing position involves overseeing a range of functions, utilizing consistent processes and tools to proactively monitor service delivery, manage critical incidents, and facilitate effective communication between clients and subject matter experts (SMEs).  The ideal candidate must have a demonstrated desire to assist customers and go above and beyond to meet their needs.  Responsibilities and Impact: Impact: The Client Service Data Associate plays a vital role, overseeing a range of functions to facilitate the delivery of quality data and insights to our limited partner clients. Responsibilities: Collaborate with Limited Partner Market Data Services (LP MDS) clients to tailor our fund/ portfolio monitoring and financial...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...