Asset Owner Index Client Success Manager
Asset Owner Index Client Success Manager
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Job Description
Your Team Responsibilities
The Asset Owner Index Client Success Manager (CSM) teams primary responsibility is to ensure client satisfaction by resolving issues promptly and offering expert guidance on index methodology and related research. They focus on operational and business users of passively managed mandated clients addressing the needs of various client personas such as the Strategy Team Head of Equities and CIO office personnel. It is crucial for the team to ensure that new indexes align with the clients investment policy and objectives and to monitor the performance and characteristics of existing MSCI custom indexes to ensure they continue to align with the clients investment policy and objectives. Additionally the team assists clients in modifying index methodology when changes are needed to better align with their investment goals.
Your Key Responsibilities
Gain a deep understanding of MSCI index construction methodologies including staying up to date with ongoing enhancements and new products
Stay informed about industry trends market conditions and the competitive landscape. Use this knowledge to provide clients with relevant insights and recommendations.
Master MSCI Index tools applications and the usage of MSCI data. Provide training on the usage of our products tools and applications
Act as a liaison and source of feedback directly to Sales Research Product Management Finance and Product Delivery groups
Establish a feedback loop with clients to continuously gather their input and adjust strategies as needed. Ensure that solutions address the specific needs and challenges faced by the client. Use client feedback to refine and improve the services provided
Maintain regular communication with clients through scheduled meetings calls and emails. Organize inperson meetings
Prepare regular Service Cards and present them to the Client Sales and Client Service Head. Showcase usage metrics and explain turnaround times and client satisfaction levels on a quarterly basis
Conduct quarterly index analysis and potential client presentations if merited
Identify opportunities for upselling additional services or products to clients and play a key role in renewal management with account specific retention strategies. Maintain a list of indexes that clients subscribe to. Collaborate with the Research team to propose changes and updates to clients as needed
Collaborate (escalate if needed) with Research Sales Inside Sales and Client Service teams to ensure cohesive service delivery and client satisfaction
Your skills and experience that will help you excel
Strong Numerate bachelors degree in Economics or Finance
57 years experience in client relationship management
CFA is a plus
Fluency in English another European language is an advantage
Excellent communication and presentation skills with the ability to clearly communicate complicated concepts or methodologies verbally and in writing to a wide variety of audiences
Good understanding of capital markets and investment products and keen interest in understanding the latest developments in the financial markets
Strong organizational skills with the ability to handle multiple projects under tight shortterm deadlines
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 platform LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
- Multidirectional 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 purpose to power better investment decisions. Youll be part of an industryleading 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 is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research data and technology we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industryleading researchenhanced solutions that clients use to gain insight into and improve transparency across the investment process.
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 and indicate the specifics of the assistance needed. Please note this email 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
Required Experience:
Manager
Employment Type
Full-Time
