London - Junior ESG Specialist - Client Relations

05/23/2021

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 the 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, DataDesk 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 alerts