OVERVIEW

The Junior ESG Specialist is part of the Client Success Team in charge with serving ISS ESG’s clients, collaborating with Sales on product pitches and RFPs and with representing ISS ESG in the market. His/her role is to gradually learn the Client Success tasks by supporting the Senior Specialists and using various tools (Datadesk, ORBIT, CRM, Salesforce) on a daily basis. Eventually and after a first period of supporting the team, the Junior Specialist will be able to take over “easy” clients (e.g. that only sometimes request single reports), before moving into a role of Senior Specialist after a certain period.

RESPONSIBILITIES

Support for client relationship management

  • Background research on „secondary projects“

  • Prepare PowerPoint presentations

  • Manage the Client Success inbox (screen incoming messages, transfer to relevant colleagues)

  • Criteria mapping (support with mapping ISS criteria to market standards, regulations etc.)

  • Search for sources on controversy research when necessary

  • Monitor clients’ RI / ESG related publications and news

  • Take over simple client requests (e.g. platform password reset, platform demo)

  • Support RFP / DDQ processes

  • Managing client feeds (e.g. managing the integration of feeds into clients’ systems, work with the Deliverables team on automated feeds, …)

Salesforce management

  • Support Specialists with „cleaning up” client contacts

  • Manage list of Salesforce improvement needs

New Client Onboarding tasks

  • Create new platform accounts

  • Send out onboarding emails

  • Basic platform training (ORBIT, Data Desk and Pooled Engagement)

Support the Client Success Team in other tasks

  • In-depth research on competitors

  • Background research for ad hoc projects

  • Liaising with internal teams (Product Development and Research)

Marketing-related activities

  • Social media

  • Manage client mailing campaigns (research newsletter etc.)

  • Translation of communication material

  • Market studies / monitoring

  • Help manage / sending out of client alert

    QUALIFICATIONS

    • Expertise & market knowledge

      • Knowledge of or strong interest in ESG and responsible investment

      • Good understanding of, and interest in, capital markets

      • Good data handling capabilities

      • Experience in working directly with data and understand its underlying research methodology is an advantage but not a necessity

    • Client coverage / Sales experience

      • Track record of success in client facing roles such as client service and/or sales is an advantage but not a necessity

      • Ability to understand key client needs, with a commercial orientation that helps identify sales opportunities

      • Strong project management/organizational/multi-tasking skills required

      • Ability to adapt to different cultural contexts

      • Outstanding writing, communication and presentation skills

      • Fluent in Swedish and English

      • Experience with Salesforce or other client management systems is an advantage but not a necessity

    • Training & experience

      • Relevant Master’s degree, or equivalent experience

    • Personality & motivation

      • Detail oriented and strong organizational skills

      • Strong interpersonal skills

      • Ability to quickly learn and adapt to new content, and learn new ESG products

      • Absolute personal and business integrity

    Source: for more information click here.

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