We are currently seeking an experienced Index Client Service Specialist to join our Client Coverage organization in Monterrey.
The MSCI General 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, 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.
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📌 Index Client Service Analyst (Monterrey)
🏢 MSCI
📍 Monterrey
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