Asset Owner Index Client Success Manager

MSCI Inc; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking company as an Asset Owner Index Client Success Manager, where you'll ensure client satisfaction and guide them through index methodologies. This role involves understanding client needs, providing insights on market trends, and maintaining strong relationships with various client personas. You'll collaborate with multiple teams to enhance service delivery and contribute to a culture of innovation and high performance. If you're passionate about investment decisions and eager to make a difference, this opportunity is perfect for you.

Benefits

Comprehensive Employee Benefits

Flexible Working Arrangements

Learning and Development Opportunities

Collaborative Workspaces

Global Orientation Program

Multi-directional Career Paths

Inclusive Work Environment

Qualifications

• 5-7 years of experience in client relationship management.
• Strong numerate degree in Economics or Finance.

Responsibilities

• Ensure client satisfaction by resolving issues and providing expert guidance.
• Conduct quarterly index analysis and prepare Service Cards for clients.

Skills

Client Relationship Management

Communication Skills

Numeracy

Presentation Skills

Organizational Skills

Education

Bachelor's Degree in Economics

Bachelor's Degree in Finance

CFA

Job description

Asset Owner Index Client Success Manager

The Asset Owner Index Client Success Manager (CSM) team’s 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 client’s investment policy and objectives, and to monitor the performance and characteristics of existing MSCI custom indexes to ensure they continue to align with the client’s investment policy and objectives. Additionally, the team assists clients in modifying index methodology when changes are needed to better align with their investment goals.

Key Responsibilities

1. Gain a deep understanding of MSCI index construction methodologies, including staying up to date with ongoing enhancements and new products.
2. Stay informed about industry trends, market conditions, and the competitive landscape. Use this knowledge to provide clients with relevant insights and recommendations.
3. Master MSCI Index tools, applications, and the usage of MSCI data. Provide training on the usage of our products, tools, and applications.
4. Act as a liaison and source of feedback directly to Sales, Research, Product Management, Finance, and Product Delivery groups.
5. 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.
6. Maintain regular communication with clients through scheduled meetings, calls, and emails. Organize in-person meetings.
7. 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.
8. Conduct quarterly index analysis and potential client presentations if merited.
9. 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.
10. Collaborate (escalate if needed) with Research, Sales, Inside Sales, and Client Service teams to ensure cohesive service delivery and client satisfaction.

Qualifications

• Strong Numerate bachelor’s degree in Economics or Finance.
• 5-7 years experience in client relationship management.
• CFA is a plus.
• Fluency in English. Knowledge of French 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, short-term deadlines.

What We Offer

• 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, 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 Women’s Leadership Forum.

At MSCI, we are passionate about what we do, inspired by our purpose – to power better investment decisions. Join an industry-leading network of creative, curious, and entrepreneurial pioneers. This space allows you to 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 enable clients to understand and analyze key drivers of risk and return, build more effective portfolios, and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer. We ensure equal employment opportunity without discrimination or harassment based on race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran status, or any other characteristic protected by law. We are committed to providing reasonable accommodations for individuals with disabilities. If you need a reasonable accommodation, please email [e-mail] with specifics of your needs. This email is solely for accommodation requests and not 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. We are not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams: Be aware of scams impersonating MSCI personnel. Read our full note on careers.msci.com.