Specialist, General Management

Grade Level (for internal use): 09

About the Team

The WSO Service Delivery Management team is the primary point of contact for our clients. We ensure that all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus—we do what is necessary to ensure client satisfaction. The Service Delivery Management team interacts with VPs, MDs, COOs, CFOs, and other industry leaders and experts on a daily basis. The team has a wide range of exposure across the Loans industry from Private Credit to BSLs. This is an opportunity to build and maintain relationships with senior-level decision makers while gaining valuable industry knowledge that's not taught in any school. You'll also pick up a wide variety of other skills related to Enterprise Data and Project Management.

Responsibilities

• Managing day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, data delivery and logistics, and mathematical tasks within the context of client servicing. Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total Return Swap programs.
• Leading bi-weekly/monthly client calls and presenting KPIs and metrics. Specifically responsible for building and maintaining long-term relationships with key senior-level decision makers and serving as the primary point of contact/voice of the client across internal departments.
• Preparing billing reports based on clients’ contractual schedules, including the presentation of trend/profitability analysis to Senior Management and Finance.
• Processing in WSO Admin based on information provided by the client as needed (new borrowings, increases, rollovers, pay downs, commitment reductions, interest, fees, etc.) and investigating discrepancies when necessary.
• Reviewing system-generated reports to ensure proper monitoring of the facilities and handling exception items.
• Interacting with clients to gather all pertinent information/details in order to reflect details accurately in the system.

Shift Hours: Pacific Standard

Requirements

• 5-7 years in a high-pressure client-facing role.
• Direct experience with WSO or the Syndicated Loan Market.
• Experience in project managing or coordinating technology and business delivery as a team player, including roles in Asset Management or Data Technology (Support, Business Analysis, Project Management, or Scrum Master).
• Technical acumen in API integration with databases, caching (e.g., Redis), and third-party services for performance optimization.
• Adept at building and maintaining trusted relationships with colleagues and clients.
• Excellent communication skills (oral, written, and presentations).
• Strong teamwork abilities, comfortable working individually and in multi-geographical teams across departments and with external clients.

Preferred Qualifications

• Strong understanding of REST API concepts, including JSON, XML, HTTP methods, and status codes.
• Familiarity with tools like Postman, Swagger, and automated API testing frameworks.
• Self-motivated, organized, and detail-oriented, with a positive attitude to meet deadlines.
• Critical thinking ability to challenge the status quo for better results.
• Experience liaising with Senior Stakeholders.

Pay

The anticipated base salary range for this position is $67,000 to $85,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses, and certifications. In addition to base compensation, this role is eligible for an annual incentive plan.

Benefits

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: Benefits for partners and dependents, including best-in-class benefits for families.
• Beyond the Basics: Retail discounts, referral incentive awards, and other small perks.

For more information on benefits by country, visit spgbenefits.com/benefit-summaries.

This role is limited to persons with indefinite right to work in the United States.