Associate Relationship Management

hace 3 semanas

Heredia, Costa Rica Moody's A tiempo completo

Serve as primary relationship associate for a portfolio of customers.
- Responsible for liaising with external parties such as issuers to resolve data and invoice issues.
- Negotiate fee terms for fee arrangements, while maintaining customer happiness and retention.
- Independently respond to customer queries ensuring an excellent level of customer-centric service is provided.
- Coordinate and participate in customer meetings under limited mentorship of direct 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.
- Source and collate information in preparation for customer meetings which may include credit research as advised by the Manager.
- Responsible for maintenance of internal databases in relation to customer details, pricing, and fees.
- Responsible for working with internal parties including but not limited to Billing and Collections Teams to resolve customer and invoice inquiries.
- Minimum of Undergraduate / First Level degree (or equivalent) preferably in finance, accounting, business, or economics.
- 1-2 years of meaningful work experience in the financial services industry.
- Demonstrate proven solid understanding of Capital Markets and consistently and optimally applies knowledge to their existing role.
** - Strong verbal, written communication, and social 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.

An individual contributor responsible for leading a less sophisticated portfolio and exercising independent judgment to maintain customer relationships under little direct supervision.

**_At _**
**_Moody’s, we provide opportunities for you to support your professional and personal goals. We offer competitive compensation and forward-thinking benefits designed to support your needs today and in the future. This includes but is not limited to, flexible work arrangements, medical and life insurance, employee and educational assistance programs, a generous paid time off policy, and our Asociacion Solidarista._**

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.

Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.

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