Global Client Success & Solutions Advisor

MSCI Inc.; Monterrey; Híbrido; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial services firm in Monterrey seeks an Index CS Specialist to provide expert support to clients on benchmark products. Responsibilities include client education, developing relationships, and ensuring retention through excellent service. Ideal candidates will have extensive experience in financial services and a strong background in finance or related fields. The role encourages personal growth and flexible work arrangements.

Servicios

Transparent compensation schemes

Flexible working arrangements

Access to learning platforms

Inclusive employee resource groups

Formación

• Minimum of 5 years’ experience in financial services.
• Ability to work individually and within a team.
• Excellent interpersonal skills.

Responsabilidades

• Achieve high client retention rates and increase productivity.
• Understand clients’ investment process and provide premium service.
• Deliver client education and product training.

Conocimientos

Excellent English communication skills

Client exposure experience

Teamwork

Self-starter and highly motivated

Deep understanding of international financial institutions

Educación

Undergraduate degree in finance, economics, statistics, or mathematics

CFA, MBA or equivalent degrees

Descripción del empleo

A leading financial services firm in Monterrey seeks an Index CS Specialist to provide expert support to clients on benchmark products. Responsibilities include client education, developing relationships, and ensuring retention through excellent service. Ideal candidates will have extensive experience in financial services and a strong background in finance or related fields. The role encourages personal growth and flexible work arrangements.