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Index Client Service Specialist

ExperiencedNo visa sponsorship
MSCI logo

at MSCI

Other

Posted 4 days ago

No clicks

**Index Client Service Specialist - MSCI Global Client Service Team, Monterrey** Key Responsibilities: - Drive client retention and productivity, becoming a trusted advisor and key growth contributor. - Develop expertise in MSCI products and client types, providing premium service to assigned accounts. - Communicate complex methods and data flows, educating clients and fueling up-selling/cross-selling opportunities. - Collaborate with account managers and sales teams during product implementation and client onboarding. Required Skills & Experience: - Finance/economics/statistics degree, CFA, or MBA (a plus). - Proven 2+ years in Financial Services, with a deep understanding of global financial markets and institutions. - Excellent English communication skills, handling multiple projects under tight deadlines. - Strong organizational skills and teamwork, thriving in diverse, global teams.

Compensation
Not specified

Currency: Not specified

City
Monterrey
Country
Mexico

Full Job Description

Your Team Responsibilities

We are currently seeking an experienced Index Client Service Specialist to join our Client Coverage organization in Monterrey.

The MSCI Global Client Service team is composed of experienced financial professionals that provide first tier support for our clients around the world. Team members are responsible for responding to a wide variety of methodology, usage, interpretational, and technical questions on MSCIs benchmark products.

The Index CS Specialist will strive to become a product and client type expert within the CS group. He/ she will work closely with account managers to develop and maintain client relationships and will be dedicated to specific client accounts.

Client contact is primarily via telephone and email, but occasional traveling may be required for on-site presentations or training.

Your Key Responsibilities

  • Key contributor to growth by achieving high client retention rates and increasing productivity
  • Understand clients investment process, needs and use cases to provide premium service to assigned accounts.
  • Develop an in-depth knowledge of the benchmark data processing within each team of the covered clients
  • Gather information on how competitors data flows within the various teams of assigned clients
  • Communicate client data management process and use case within the organization
  • Responsible for delivering client education and product training
  • Answer detailed client inquiries about MSCI products and methodology
  • Become a Trusted Advisor by applying both product and client expertise to pro-actively identify solutions/product usage that create value for the client hence contributing directly to up-selling and cross-selling opportunities
  • Work closely with account managers and sales support teams during product implementation and on boarding of new clients.

Your skills and experience that will help you excel

  • Undergraduate degree in finance, economics, statistics, mathematics, or similar field.
  • Excellent English communication skills (verbal and written).
  • CFA, MBA or equivalent degrees is a plus.
  • Minimum of 2 years experience in Financial Services.
  • Deep understanding of international financial institutions and global financial markets.
  • A self starter and highly motivated, ability to work individually and within a team.
  • Ability to articulate complicated concepts or methodologies verbally and in writing to senior management and clients.
  • Strong organizational skills with the ability to handle multiple projects under tight, short-term deadlines.
  • Teamwork, ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of function or location.

About MSCI

What we offer you

  • Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
  • Flexible working arrangements, advanced technology, and collaborative workspaces.
  • A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
  • A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
  • Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center , LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
  • Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
  • We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Womens Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision to power better decisions. Youll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

  • MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

  • We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Sales and Relationship Management

Pursue new business, strengthen relationships and unlock opportunities.

Find out more...

Indexes

Empower investors with index solutions

Investor needs are rapidly evolving, and MSCI helps our clients stay ahead of changing markets and empowers their investment strategies with index solutions designed to support their investment objectives. 

Find out more...

Index Client Service Specialist

Compensation

Not specified

City: Monterrey

Country: Mexico

MSCI logo
Other

4 days ago

No clicks

at MSCI

ExperiencedNo visa sponsorship

**Index Client Service Specialist - MSCI Global Client Service Team, Monterrey** Key Responsibilities: - Drive client retention and productivity, becoming a trusted advisor and key growth contributor. - Develop expertise in MSCI products and client types, providing premium service to assigned accounts. - Communicate complex methods and data flows, educating clients and fueling up-selling/cross-selling opportunities. - Collaborate with account managers and sales teams during product implementation and client onboarding. Required Skills & Experience: - Finance/economics/statistics degree, CFA, or MBA (a plus). - Proven 2+ years in Financial Services, with a deep understanding of global financial markets and institutions. - Excellent English communication skills, handling multiple projects under tight deadlines. - Strong organizational skills and teamwork, thriving in diverse, global teams.

Full Job Description

Your Team Responsibilities

We are currently seeking an experienced Index Client Service Specialist to join our Client Coverage organization in Monterrey.

The MSCI Global Client Service team is composed of experienced financial professionals that provide first tier support for our clients around the world. Team members are responsible for responding to a wide variety of methodology, usage, interpretational, and technical questions on MSCIs benchmark products.

The Index CS Specialist will strive to become a product and client type expert within the CS group. He/ she will work closely with account managers to develop and maintain client relationships and will be dedicated to specific client accounts.

Client contact is primarily via telephone and email, but occasional traveling may be required for on-site presentations or training.

Your Key Responsibilities

  • Key contributor to growth by achieving high client retention rates and increasing productivity
  • Understand clients investment process, needs and use cases to provide premium service to assigned accounts.
  • Develop an in-depth knowledge of the benchmark data processing within each team of the covered clients
  • Gather information on how competitors data flows within the various teams of assigned clients
  • Communicate client data management process and use case within the organization
  • Responsible for delivering client education and product training
  • Answer detailed client inquiries about MSCI products and methodology
  • Become a Trusted Advisor by applying both product and client expertise to pro-actively identify solutions/product usage that create value for the client hence contributing directly to up-selling and cross-selling opportunities
  • Work closely with account managers and sales support teams during product implementation and on boarding of new clients.

Your skills and experience that will help you excel

  • Undergraduate degree in finance, economics, statistics, mathematics, or similar field.
  • Excellent English communication skills (verbal and written).
  • CFA, MBA or equivalent degrees is a plus.
  • Minimum of 2 years experience in Financial Services.
  • Deep understanding of international financial institutions and global financial markets.
  • A self starter and highly motivated, ability to work individually and within a team.
  • Ability to articulate complicated concepts or methodologies verbally and in writing to senior management and clients.
  • Strong organizational skills with the ability to handle multiple projects under tight, short-term deadlines.
  • Teamwork, ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of function or location.

About MSCI

What we offer you

  • Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
  • Flexible working arrangements, advanced technology, and collaborative workspaces.
  • A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
  • A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
  • Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center , LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
  • Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
  • We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Womens Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision to power better decisions. Youll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

  • MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

  • We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Sales and Relationship Management

Pursue new business, strengthen relationships and unlock opportunities.

Find out more...

Indexes

Empower investors with index solutions

Investor needs are rapidly evolving, and MSCI helps our clients stay ahead of changing markets and empowers their investment strategies with index solutions designed to support their investment objectives. 

Find out more...