Client Service Associate

Let’s be #BrilliantTogether Client Success Associate Advance your career with the leading provider of corporate governance and responsible investment solutions. Institutional Shareholder Services (ISS) empowers investors and companies to build sustainable financial and social value by providing high quality data, analytics, and insight. Our clients rely on ISS’ expertise and capital stewardship to help them make informed investment decisions, and our people are equally passionate about positively impacting the communities where we live and work. If you want to be a part of an exciting work culture that values innovation, collaboration, and provides you with the support you need to make a difference, we’d love to hear from you! Join our team at ISS! We are seeking a Client Success Associate to join our Norman, OK team. A successful candidate will have an interest in financial operations and client service, and a desire to learn about corporate governance. You should develop strong working relationships with external clients, and product expertise to guide clients to better use ISS’ products/services. Client Success Associates are adaptable and efficient problem solvers who can lead cross-organization initiatives. Our clients span some of the world's foremost hedge funds, pension funds and other asset managers. This role should learn corporate governance and proxy voting services, learn clients’ businesses, and provide effective solutions. Performance is based on a combination of factors including account renewal rates, client communication, operational efficiency, and facilitating upsell opportunities. What You'll Do: Achieve target renewal rate through outstanding client service Act as a trusted advisor for clients and collaborate with ISS team to drive operational excellence Serve as domain expert on ISS suite of proxy and corporate governance solutions Own and manage client inquiry and issue resolution process, using SalesForce.com and other tools Conduct calls with clients (health checks, training, relationship planning and review) Identify accounts at risk and create plans to ensure revenue and client retention Assess client reporting needs and coordinate report delivery Perform Master Account List reviews and manage annual due diligence process for selected clients Take ownership of operational support, including ballot and vote management, account maintenance, and vote report production Maintain awareness of industry trends and communicate key developments to clients Identify and communicate up-sell opportunities to sales team to assist in closing deals Provide subject matter expertise in pre-sales/up-sell/on-boarding activities Act as “quarterback” between client and internal teams for key initiatives and communicate market requirements to ISS business leaders Why You'll Love Working for Us: Medical/Dental/Vision/Life Insurance Short and Long-term Disability Benefits Paid Time Off (vacation, holiday, bereavement, family leave) Retirement benefits Employee Assistance Program Great exposure collaborating with many parts of the business, key client contacts ,and decision makers New hires embark on a comprehensive training for their first 2-3 weeks Access to countless continuing education opportunities through our online ISSU platform What We Need from You: Associates Degree required and Bachelor’s degree preferred or Associates Degree plus requisite experience. Experience in an account management or client service position, ideally in financial or corporate governance industries Strong interest in finance, with understanding of financial markets and market players Proactive, innovative, motivated, and commercially-aware with strong attention to detail Demonstrated project management skills plus excellent organizational and verbal skills Proficiency in Microsoft Office product suite Manage the expectations of a diverse client base Absolute personal and business integrity ISS Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, protected veterans or individuals with disabilities, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. #LI-SY1 What you can expect from us Our people are the moving force behind ISS. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being. We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace. Let’s unite, collaborate, and inspire one another. Let’s be #BrilliantTogether. About ISS ISS empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics, and insight. We are committed to positively impacting the environment and society through our market-leading solutions and leading by example. Visit our website: https://www.issgovernance.com View additional open roles: https://www.issgovernance.com/join-the-iss-team/ We are proud to offer the following featured benefits Medical, Dental and Vision – multiple PPO plans to choose from 401(k) Plan with a competitive Company Match up to 9% inclusive of Safe Harbor contribution FSA and Commuter benefit programs Generous Paid Time Off (annualized minimum of 20 days vacation, 11 holidays and separate paid sick leave) Flexible Work & Hybrid policies may apply Paid Parental Leave Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, social origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, or any other characteristic protected by law. This applies to all terms, conditions and privileges of employment including, without limitation, recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline and discharge. For more information, please view https://www.dol.gov/agencies/ofccp/posters. Let's unite, collaborate, and inspire one another. Let's be #BrilliantTogether! With 35 years in the industry, ISS empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics, and insight. We are committed to positively impacting the environment and society through our market-leading solutions and leading by example. Our people are the moving force behind ISS. We've found that by looking after our people, above all else, everyone benefits. ISS is dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion. It is integral to our company values. We are invested in our people and work daily to ensure a diverse, equitable, and inclusive workplace. Our 3000 people are within 15 countries and 29 locations and speak approximately 50 languages. Institutional Shareholder Services Inc. (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, height, weight, language, national origin, social origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status or any other characteristic protected by law. ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact ISS_Careers_Accommodations@issgovernance.com. This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages sent for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.