Associate-relationship Mgmt

hace 2 semanas

San Francisco, Heredia, Costa Rica Moody's A tiempo completo
Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.

Individual contributor responsible for providing mainly office-based sales support for the Relationship Management and Business Development Teams.

The associate will work to support team members to manage relationships while growing mandates and revenue in their assigned territory(ies), region(s) and/or line of business.

Individuals must exercise independent judgment to support customer relationships under little direct supervision.

Key Responsibilities:

Scope:

  • Independently respond to customer queries ensuring an excellent level of customercentric service is provided.
  • Responsible for maintenance, accuracy and completeness of data entered in Sales Force, or other internal databases in relation to customer details, pricing, and fees.
  • Will support on answering simple customer queries.
  • Support the senior members of the team in supervising transactions and relationship needs.
  • Assist senior members with information gathering/news monitoring, for example collect data and documents for Request For Proposals/Tender responses, gather information on market development and trends including coverage information and information used in identifying targets and cross selling opportunities.
  • Provide administrative support on projects, regulatory tasks, Marketing Campaigns etc. as advised.
  • May have occasional direct customer interaction including teleconference including coordinating and participating in customer meetings under mentorship of a senior relationship management team member.
  • Will work closely with key internal collaborators including but not limited to legal, billing/collections team, sales ops, compliance etc. to address management and customer needs, such as resolving invoice issues.
  • Source and collate information in preparation for customer meetings which may include credit research as advised by the Relationship Manager.
  • Generate documentation such as fee brochures and pricing letters to support pricing approvals and exceptions as it relates to the annual fee negotiation process.

What you bring:

  • Minimum of Undergraduate / First Level degree (or equivalent) preferably in business administration, finance and or international relations.
  • 12 years of significant work experience in the financial services industry.
  • Demonstrate proven understanding of Capital Markets and consistently and optimally applies knowledge to their existing role.
  • Strong verbal, written communication, and interpersonal skills.
  • Ability to work optimally and supply to a large team with multifaceted strengths.
  • Ability to prioritize and to meet tight deadlines.
  • Ability to be proactive and exercise initiative.
  • Strong experience in using MS Office, PowerPoint, and Excel.
  • Experience with CRM platforms, including Salesforce is a plus.
Moody's is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet

  • Order to Cash, Non-mgmt.- Portuguese

    hace 2 semanas

    San Francisco, Heredia, Costa Rica British American Tobacco A tiempo completo

    BAT is evolving at pace - truly like no other organization.To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journeyBAT Costa Rica IS LOOKING for A BILINGUAL - ORDER TO CASH ANALYST (OTC) - PORTUGUESESENIORITY LEVEL:Non-managementFUNCTION:FinanceSALARY RANGE:...

  • Team Leader

    hace 2 semanas

    San Francisco, Heredia, Costa Rica Cognizant A tiempo completo

    Team Manager - L&PQualification:Graduate /Post Graduate - preferably MBA graduates-as may be applicable in some Geos Responsibility:Business / Customer: Certify controls laid down by the business to ensure successful audit by client and external party. Interact with customers (internal / external) and keep stakeholders appraised of the process performance....

  • Senior Global Customer Experience Specialist

    hace 2 semanas

    San Francisco, Heredia, Costa Rica AlignTech A tiempo completo

    Join a team that is changing millions of lives.Transforming smiles, changing lives.At Align Technology, we believe a great smile can transform a person's life, so we create technology that gives people the confidence to take on whatever's next. We revolutionized the orthodontic industry with the introduction of the Invisalign system, and we have never lost...

  • Kol Services, Sr. Associate

    hace 2 semanas

    San José, San José, Costa Rica Pfizer A tiempo completo

    Recruiter Pfizer Location Escazu, Costa Rica Costa Rica Costa Rica Salary Competitive Posted 28 Apr 202 Closes 28 May 202 Ref Sector Science and Pharmaceutical Contract Type Permanent Hours Full TimeJOBSUMMARYJOB RESPONSIBILITIESHCP Engagement support Provide operations and project management oversight to Project Owners for engagements (eg, advisory boards,...

  • Demand Analyst

    hace 3 semanas

    San José, Costa Rica Pfizer A tiempo completo

    Why Patients Need You - Our manufacturing logistics and supply team makes sure that customers and patients have the medicines they need, when they need them. You will help bring medicines to the world even faster by embracing challenges, imagining what’s possible and taking action. - What You Will Achieve - Working with a dynamic team of Logistics and...

  • Latam Amp Supply Planner

    hace 3 semanas

    San José, Costa Rica Pfizer A tiempo completo

    Why Patients Need You Our manufacturing logistics and supply team makes sure that customers and patients have the medicines they need, when they need them. You’ll help bring medicines to the world even faster by embracing challenges, imagining what’s possible and taking action. What You Will Achieve Working with a dynamic team of Logistics and Supply...

  • Latam Amp Supply Planner

    hace 1 semana

    San José, Costa Rica Pfizer A tiempo completo

    **Job Description**: Why Patients Need You Our manufacturing logistics and supply team makes sure that customers and patients have the medicines they need, when they need them. You’ll help bring medicines to the world even faster by embracing challenges, imagining what’s possible and taking action. What You Will Achieve Working with a dynamic team of...

  • Senior Consultant

    hace 1 mes

    San José, Costa Rica GEP Worldwide A tiempo completo

    Overview GEP is a diverse, creative team of people passionate about procurement. We invest ourselves entirely in our client’s success, creating strong collaborative relationships that deliver extraordinary value year after year. Our clients include market global leaders with far-flung international operations, Fortune 500 and Global 2000...

  • Es Sc Supply Planner

    hace 3 semanas

    San José, Costa Rica Pfizer A tiempo completo

    Why Patients Need You Our manufacturing logistics and supply team makes sure that customers and patients have the medicines they need, when they need them. You’ll help bring medicines to the world even faster by embracing challenges, imagining what’s possible and taking action. What You Will Achieve Working with a dynamic team of Logistics and Supply...

  • Senior Consultant

    hace 4 semanas

    San José, Costa Rica GEP Worldwide A tiempo completo

    Overview GEP is a diverse, creative team of people passionate about procurement. We invest ourselves entirely in our client’s success, creating strong collaborative relationships that deliver extraordinary value year after year. Our clients include market global leaders with far-flung international operations, Fortune 500 and Global 2000...

  • Latam Amp Supply Planner

    hace 2 semanas

    San José, San José, Costa Rica Pfizer A tiempo completo

    Job Description:Why Patients Need YouOur manufacturing logistics and supply team makes sure that customers and patients have the medicines they need, when they need them. You'll help bring medicines to the world even faster by embracing challenges, imagining what's possible and taking action.What You Will AchieveWorking with a dynamic team of Logistics and...

  • My Rewards Advisor

    hace 3 semanas

    San José, Costa Rica Mondelēz International A tiempo completo

    **Job Description**: **Are You Ready to Make It Happen at Mondelēz International?** **Join our Mission to Lead the Future of Snacking. Make It Matter.** You are a specialist in a process, workstream or area in Mondelēz International Digital Services, working to support impeccable service operations. **How you will contribute** You will use your...

  • Business Development Manager

    hace 3 semanas

    San José, Costa Rica TD SYNNEX A tiempo completo

    Job Description:The Business Development Manager (Nutaxis) for our CCA (Caribbean Central America) Organization Identifies opportunities for business expansion in support of the customer sales strategy.Develops and maintains the business relationship by providing solutions for defined account(s) in a product line, to achieve the identified strategy and...

  • Latam Amp Supply Planner

    hace 2 semanas

    San José, San José, Costa Rica Pfizer A tiempo completo

    Recruiter Pfizer Location Escazu, Costa Rica Costa Rica Costa Rica Salary Competitive Posted 26 Jun 202 Closes 26 Jul 202 Ref Sector Supply Chain and Procurement Contract Type Permanent Hours Full TimeJob Description:Why Patients Need YouOur manufacturing logistics and supply team makes sure that customers and patients have the medicines they need, when they...

  • Business Development Manager

    hace 2 semanas

    San José, San José, Costa Rica TD SYNNEX A tiempo completo

    Job Description:The Business Development Manager (Nutaxis) for our CCA (Caribbean Central America) Organization Identifies opportunities for business expansion in support of the customer sales strategy.Develops and maintains the business relationship by providing solutions for defined account(s) in a product line, to achieve the identified strategy and...

  • Business Development Manager

    hace 2 semanas

    San José, San José, Costa Rica TD SYNNEX CALA, Inc. A tiempo completo

    Description : The Business Development Manager (Nutaxis) for our CCA (Caribbean Central America) Organization Identifies opportunities for business expansion in support of the customer sales strategy. Develops and maintains the business relationship by providing solutions for defined account(s) in a product line, to achieve the identified strategy...

  • RWE Platform, Business Operations Director

    hace 1 semana

    San José, Costa Rica Pfizer A tiempo completo

    ROLE SUMMARY The Platform: The Chief Medical Affairs Office’s Real-World Evidence (RWE) Platform is responsible for establishing global scientific leadership and stature through the generation of integrated, end-to-end observational real-world evidence serving all therapeutic areas from proof of concept (POC) trials through LOE for priority pipeline...