Client Success Associate – Governance Solutions at Institutional Shareholder Services in Norman, Oklahoma

Job Description:

Institutional Shareholder Services

Location: Norman, OK, US
Type: Full time
Req ID: JR_7475

Let’s be #BrilliantTogether

Client Success Associate – Governance Solutions

Advance your career with the leading provider of corporate governance and responsible investment solutions. Institutional Shareholder Services (ISS STOXX) empowers investors and companies to build sustainable financial and social value by providing high quality data, analytics, and insight. Our clients rely on ISS STOXX’s 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 STOXX!

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 STOXX’s 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 STOXX team to drive operational excellence
• Serve as domain expert on ISS STOXX 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:

• Bachelor’s or Associate's degree required
• 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

#LI-AK2 #ENTRYLEVEL #CS

What you can expect from us

Our people are the moving force behind ISS STOXX. 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 STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.

Founded in 1985 as Institutional Shareholder Services (ISS) Inc., ISS Governance is a leading global provider of independent and objective shareholder meeting research and recommendations, providing multiple voting policy choices as well as end-to-end workflow solutions for institutional investors. More than 1,600 clients worldwide utilize ISS Governance’s actionable expertise to help them make informed investment stewardship decisions, and to help them manage their voting responsibilities. Covering over 50,000 meetings annually, ISS Governance leverages its extensive global footprint, deep experience, high quality data and analysis, unified client support, and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients’ evolving portfolio, fiduciary, and stewardship requirements.

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 coverage
• 401(k) with a company match up to 9%, including a Safe Harbor contribution
• Flexible Spending Account (FSA) and commuter benefit programs
• Generous paid time off
• Volunteer Day
• Paid parental leave
• Hybrid working options

Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. For more information, please view https://www.dol.gov/agencies/ofccp/posters.

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.

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.

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