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Index Client Service Specialist
Index Client Service Specialist-April 2024
Monterrey
Apr 18, 2025
About Index Client Service Specialist

  Your team responsibilities

  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 MSCI's 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.

  What we offer you

  • At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You'll 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.

  • Wherever you are located you will find transparent compensation schemes and employee benefits that can help ensure your financial security and health. While they vary by different locations, we offer a broad range of benefits that are part of the value you receive as an MSCI employee.

  • Our flexible ways of working will allow you to maximize your potential, and we will empower you with the trust, accountability, and advanced technology to perform at your very best.

  • You'll find a purposeful approach to wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our 'Here For You' Employee Assistance Program is available for our employees globally, providing confidential emotional support, financial and legal advice free of charge.

  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

  • Communicate client data management process and use case within the organization

  • Contribute to the account management function by ensuring relevant product and Research information is shared with clients

  • 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 5 years' experience in Financial Services.

  • 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.

  • Ability to develop value-added contributions to both internal and external clients.

  • Strong commercial orientation and business vision.

  How we'll support you

  • Our culture of high performance and innovation relies on our people sharing their knowledge and lifting each other up. You'll be surrounded by a collaborative, global network of talented colleagues who will support and inspire you to do the best work of your career.

  • We believe new and challenging experiences drive personal growth and innovation. With the right challenges, encouragement, and development support you can shape your own career experience. Career paths are multi-directional, and we encourage and support internal mobility to help you identify new opportunities to progress and take control of your future.

  • As a new joiner you'll be enrolled on our Global Orientation interactive learning experience to set you up for success.

  • Our tailored learning opportunities will enable you to acquire the skills you need at your own pace, choosing between the courses and certifications best suited to you. Our Learning@MSCI platform coupled with access to LinkedIn Learning Pro will provide you with all the resources you need for to accelerate your professional growth.

  • At MSCI we act in ways that encourage respect for all voices, ensuring that everyone can be themselves and feel like they are a part of the company. We are intentional about ensuring that everyone is treated fairly and supported with equal opportunities to succeed.

  • We have eight MSCI Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women's Leadership Forum.

  About MSCI

  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.

  To learn about life at MSCI visit careers.msci.com, follow us on LinkedIn and Glassdoor or join our Talent Community.

  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.

  MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. 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 [email protected] 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.

  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 our careers site.

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