Senior Client Service Advisor

2 weeks ago

New York, New York, United States Moody's Full time
Company Overview:

At Moody's, we bring together exceptional talent to transform today's challenges into future possibilities. We are committed to fostering an inclusive workplace where every individual feels empowered to express themselves, share innovative ideas, and engage in meaningful dialogues with colleagues and clients.

If you are enthusiastic about this opportunity but may not fulfill every requirement, we encourage you to apply as you could still be an excellent match for this position or other available roles.


Core Values:

We seek candidates who exemplify our principles: nurture every relationship, approach with curiosity, advocate for diverse viewpoints, translate feedback into actionable insights, and maintain trust through integrity.


Position Overview:

We are currently looking for a Senior Client Service Specialist who will be responsible for:

  • Conducting thorough analyses of intricate financial models from conceptual, intuitive, and practical perspectives.
  • Performing data assessments utilizing SQL, VBA, RStudio, and Excel.
  • Gathering and channeling client feedback regarding product features and functionalities to product management and engineering teams.
  • Delivering exceptional customer support for Moody's Analytics credit risk management solutions.
  • Providing comprehensive education and assistance on product features, functionalities, and technical architecture.
  • Testing and promoting AI technologies to enhance implementation processes.
  • Sharing product expertise to mentor junior team members.
  • Collaborating with product managers and data analytics teams to ensure seamless onboarding of new products.
  • Creating content for the Client Knowledge Base and internal resources while identifying knowledge gaps and designing training programs for team development.

Qualifications:

This role requires a Master's degree or its foreign equivalent in Financial Mathematics, Computational Finance, or a closely related quantitative discipline.

Candidates must possess experience or academic training in:

  • Executing complex data analyses and interpreting financial models.
  • Writing SQL Server or Oracle queries, stored procedures, and troubleshooting SQL errors.
  • Utilizing programming languages for data manipulation.
  • Conducting price analyses and time-series modeling.
  • Solving complex mathematical challenges through application log file analysis.

For positions based in the U.S., the anticipated salary range for this role is between $88,670 and $160,850, influenced by factors such as experience, education, skills, and location. This position also includes eligibility for incentive compensation.

Moody's offers a competitive benefits package, which includes medical, dental, and vision coverage, parental leave, paid time off, a 401(k) plan with contributions from both employees and the company, life and disability insurance, a discounted employee stock purchase plan, and tuition reimbursement.


Diversity and Inclusion:

Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizenship status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law.

We also provide reasonable accommodations to qualified individuals with disabilities or based on sincerely held religious beliefs in accordance with applicable laws.

For inquiries regarding reasonable accommodations or assistance with the application process, please reach out to our HR department.

  • senior client advisor

    1 month ago

    New York, New York, United States JAMES PERSE Full time

    JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MADISON LOCATIONOBJECTIVE OF THE POSITIONThe Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service excellence, adherence to visual...

  • Senior Client Advisor

    4 days ago

    New York, New York, United States FERRAGAMO USA INC Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Client Advisor to join our team at FERRAGAMO USA INC. As a Senior Client Advisor, you will be responsible for providing exceptional customer service and creating memorable experiences for our clients.Key ResponsibilitiesCustomer ServiceProvide personalized service to clients, understanding...

  • Senior Vice President, Capital Markets and Investment Banking

    2 weeks ago

    New York, New York, United States Advisor Group Full time

    Advisor Group Careers Senior Vice President, Capital Markets and Investment Banking - Healthcare Sector Advisor Group is seeking a seasoned Senior Vice President to join our healthcare investment banking division. The ideal candidate will possess a robust background in private placements, PIPE transactions, registered directs, and follow-on offerings, along...

  • Senior Insurance Client Advisor

    4 days ago

    New York, New York, United States Allspring Global Investments Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Insurance Client Advisor - West to join our team at Allspring Global Investments. As a key member of our insurance channel development team, you will be responsible for developing and managing our insurance channel in the Western region, with a focus on new business development.Key...

  • Senior Client Success Advisor

    2 weeks ago

    New York, New York, United States Drawbridge Partners Full time

    Job OverviewPosition: Senior Client Success AdvisorAs a pivotal member of the Client Success team at Drawbridge Partners, you will play a crucial role in fostering and maintaining robust relationships with our clients, their IT teams, and associated third-party partners. This position offers an opportunity to deepen your understanding of our business...

  • Senior Investment Advisor

    2 weeks ago

    New York, New York, United States Avior Executive Search, Inc Full time

    Position: Senior Wealth Advisor / Relationship ManagerCompany: Avior Executive Search, IncWe are collaborating with a prominent and growing International Private Banking institution that operates a well-regarded Registered Investment Advisor (RIA) across various locations in the United States. Our client is in search of a Senior Wealth Advisor to join their...

  • Senior Wealth Advisor

    2 days ago

    New York, New York, United States Citigroup Inc Full time

    About the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our clients.Key ResponsibilitiesClient Acquisition and Relationship Building: Build relationships with new clients and deepen...

  • Senior Wealth Advisor

    3 days ago

    New York, New York, United States Citigroup Inc Full time

    About the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients, utilizing your expertise in financial planning and wealth management.Key ResponsibilitiesBuild relationships with new...

  • Investment Client Services Associate

    2 weeks ago

    New York, New York, United States Merit Personnel & Consulting Full time

    Position: Client AssociateOverview:The Client Associate will collaborate with senior Client Advisors to engage with institutional clients and prospects, including corporate pensions, public pensions, not-for-profit organizations, insurance firms, and family offices. This role is integral to supporting the North American business development efforts of the...

  • Senior Wealth Management Advisor

    1 week ago

    New York, New York, United States Avior Executive Search, Inc Full time

    Full Time Senior Financial Advisor Avior Executive Search, Inc. is in search of experienced Senior Financial Advisors to enhance their team of high-performing financial professionals. The successful candidate will possess a deep knowledge of financial strategy and will be equipped to deliver thorough advisory services to clients. Key Responsibilities:...

  • Senior Tax Manager

    3 days ago

    New York, New York, United States Andersen Tax Full time

    About the RoleWe are seeking a highly skilled Senior Tax Manager to join our Private Client Services (PCS) practice at Andersen Tax. As a Senior Tax Manager, you will play a key role in overseeing multiple engagement teams for a wide range of sophisticated clients, including high net worth individuals, family offices, and owner-operated businesses.Key...

  • Senior Wealth Advisor

    1 month ago

    New York, New York, United States Hopwood Financial Services, Inc Full time

    This position will take over top-tier clients within 18 months and may also train and supervise other staff in client service delivery.A Senior Wealth Advisor shows an interest in the long-term growth of the firm and will have the opportunity to become an owner in the firm.Oversee the client experience: Ensure clients receive a holistic wealth management...

  • Senior Investment Banking Executive

    6 days ago

    New York, New York, United States Advisor Group Full time

    Job SummaryWe are seeking a highly experienced and dynamic Investment Banking Director to join our team at Advisor Group. The ideal candidate will have a proven track record in investment banking, exceptional leadership skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and execute business strategies to drive growth in...

  • Retail Client Advisor

    19 hours ago

    New York, New York, United States ACCUR Recruiting Services Full time

    About ACCUR Recruiting ServicesWe are a leading recruitment agency specializing in placing top talent in the luxury sales and fitness industries. Our team of experts is dedicated to providing exceptional service and support to our clients and candidates.Job SummaryWe are seeking a highly motivated and experienced Luxury Sales Consultant to join our team as a...

  • Senior Financial Advisor

    2 months ago

    New York, New York, United States Optifino Full time

    We are seeking a highly motivated and experienced Senior Financial Advisor / Life Insurance Agent with 2-5 years of industry experience.The ideal candidate will have a proven track record in financial advising and life insurance sales, exceptional client relationship skills, and a strong desire to help clients achieve their financial goals.Life Insurance...

  • Luxury Client Advisor

    3 days ago

    New York, New York, United States Tourneau|Bucherer Full time

    Job Title: Luxury Client AdvisorAbout the Role:The Luxury Client Advisor is a key member of our team, responsible for delivering an exceptional client experience and meeting or exceeding sales objectives within our luxury boutique. This role requires a passion for building long-term relationships with clients, a deep understanding of our brand's unique...

  • Client Success Senior Advisor

    3 days ago

    New York, New York, United States Drawbridge Partners Full time

    About the RoleWe are seeking a highly skilled Client Success Senior Advisor to join our team at Drawbridge Partners. As a key member of our Client Success team, you will play a critical role in maintaining relationships with our clients, their IT resources, and associated third parties.Key Responsibilities:Be the primary point of contact for Drawbridge...

  • Financial Services Advisor

    2 weeks ago

    New York, New York, United States Equitable Advisors Full time

    Unlock Your Potential as a Financial Services AdvisorIf you are eager to explore your capabilities in the financial sector, consider a career with Equitable Advisors. We are recognized as a leading and expanding financial services firm, equipped with a network of over 5,000 financial professionals across the United States and Puerto Rico.Our Mission: At...

  • Senior Restructuring Advisor

    5 days ago

    New York, New York, United States Teneo Holdings Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Restructuring Advisor to join our growing team at Teneo Holdings. As a key member of our Restructuring Advisory team, you will play a critical role in providing expert advice to clients on complex financial and operational restructuring matters.Key ResponsibilitiesSupport project teams in...

  • Senior Client Relationship Manager

    2 weeks ago

    New York, New York, United States Northern Trust Corporation Full time

    About Northern Trust Corporation:Northern Trust Corporation, a prominent global financial services provider, has been delivering cutting-edge financial solutions for over 130 years. With a dedicated team of more than 22,000 professionals, they serve the world's most esteemed individuals and institutions, adhering to the highest standards of service,...