Project Specialist, Client Services Project Specialist, Client Services …

IHS Markit
in New York, NY, United States
Permanent, Full time
Be the first to apply
IHS Markit
in New York, NY, United States
Permanent, Full time
Be the first to apply
Project Specialist, Client Services
The TCA (Transaction Cost Analysis) team is looking for a Project Specialist to join their Client Services team based in New York. In this role, you will provide direction and specialist knowledge in applying the technology/application to client business. You'll Implement and oversee processes that facilitate the smooth transition of prospect from sales to onboarding and implementation in production. This is a great opportunity if you like to Identify efficiency improvements, bottlenecks, and resource allocation improvements in all aspects of client engagement and support. If you're a guru at building dashboards and reports, you'll use these skills to monitor client engagement and customer request response and resolution times. Project manage specific one-time support projects and client engagement initiatives. Support customer service leadership in New York, Raleigh, London and Hong Kong.
Job Responsibilities:

Client Management
  • Build and monitor a consistent and repeatable process for the assignment and ongoing support of Trading Analytics customers, leveraging Salesforce, Jira, and Power BI
  • Create scalable processes to support a large book of business.
  • Partner with offshore teams, data scientists, engineers
  • Provide regular reporting to the executive team on red flag accounts, support request volume and throughput
  • Support the customer service and business development teams to execute plans to establish sustained client health and engagement
  • Serve as an escalation point for customers and internal support teams
Product & Industry Knowledge
  • Act as subject matter Trading Analytics products and services
  • Stay on top of customer service trends, tools and technologies
  • Proactively provide expertise and support to colleagues.

Company and Team Leadership
  • Develop and implement internal processes to create seamless management of projects and measurement of team performance while decreasing road blocks whenever possible.
  • Act as a role model for the team in approach to client work and internal communications.
  • Proactively identify ways to improve team and company processes, efficiency, and culture.
  • Collaborate with engineering, sales, and operations teams, encouraging and facilitating cross-functional partnership and growth.

  • B.A degree preferred or related experience in financial markets
  • Strong communication skills
  • Solution oriented and process driven
  • Project management experience a plus
  • Experience in equities



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