Index Client Service Specialist
Index Client Service Specialist
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Job Description
Your Team Responsibilities
We are currently seeking an experiencedIndexClient Service Specialistto join ourClient Coverageorganization 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
- Degree in finance economics statistics mathematics or similar field.
- Excellent English communication skills (verbal and written).
- CFA MBA or equivalent degrees is a plus
- 3-5 years experience in Financial Services.
- Deep understanding of international financial institutions and global financial markets.
- Strong analytic quantitative and problem solving skills.
- 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.
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.
- 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 purpose to power better investment 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 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 industry-leading research-enhanced 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 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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
