Client Services 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!

Client Services 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 Manager 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 Managers 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:

• Bachelor'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

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.

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Featured Benefits include:

• 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

ISS is an Equal Opportunity Employer and complies with the Veteran and Disability Acts.