Index Client Service Specialist

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

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, but occasional traveling may be required for on-site presentations or training.

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
• 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
• Provide thought‑leadership by sharing best practices within the client community, and leading workshops and seminars
• Work closely with account managers and sales support teams during product implementation and onboarding of new clients.

Skills And Experience

• 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.
• Deep understanding of international financial institutions and global financial markets.
• A self‑starter and highly motivated, ability to work individually and within a team.
• Client exposure experience is desired. Excellent interpersonal skills.
• Teamwork, ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of function or location.

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 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, 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.

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 [e-mail] 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 careers.msci.com.