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Client Services Jobs

Total Plan Client Service Associate

MSCI

San Francisco, CA

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JOB DETAILS
SKILLS
Analysis Skills, Artificial Intelligence (AI), Asset Management, Bank Management, Chartered Financial Analyst (CFA), Communication Skills, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Data Analysis, Economics, Ecosystems, English Language, Entrepreneurship, Equal Employment Opportunity (EEO), Equity Securities, Finance, Financial Services, Hedge Funds, Interpersonal Skills, Investment Analysis, Investment Management, Leadership, LinkedIn, Mathematics, Mentoring, Multitasking, Network Support, Operational Strategy, Organizational Skills, Performance Metrics, Portfolio Analysis, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Product Management, Product Planning, Product Support, Recruiting/Staffing Agency, Risk, Statistics, Strategic Planning, Team Player, Thought Leadership, Wealth Management, Writing Skills
LOCATION
San Francisco, CA
POSTED
1 day ago
Your Team Responsibilities

The Client Service Associate provides product support to clients and prospects. Through hands-on training and exposure to MSCI's Private Assets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills.

This role focuses on the Total Plan Manager product (formerly known as the Caissa Platform), which is the MSCI Private Assets investment analytics platform for institutions, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage Total Plan Manager to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.

Your Key Ressponsibilities

  • Serve as the primary point of contact for assigned accounts, ensuring a premium level of service and rapid resolution of client questions and challenges.
  • Acquire a thorough understanding of MSCI's Private Capital Solutions product suite and how our products fit into client organizations and their processes
  • Share relevant product updates and thought leadership that enables clients to fully harness MSCI's Total Portfolio and Private Assets tools.
  • Lead regular trainings and recurring meetings with key stakeholders, delivering transparent updates and recommending advanced features or solutions.
  • Suggest and implement process enhancements that improve client satisfaction and operational efficiency.
  • Act as a liaison between clients and internal teams, channeling feedback to refine and evolve MSCI's Total Portfolio and Private Assets offerings.
  • Contribute to service reviews and strategic service plans that reinforce value and drive client retention.
  • Serve as mentor to junior team members, supporting their career growth and assisting with escalations
Your skills and experience that will help you excel
  • Bachelor's degree (Finance, Economics, Statistics, Mathematics, or other quantitative fields is a plus, but not required)
  • 4-6 years of relevant experience in client-facing roles within asset management, financial services, and/or fintech
  • Strong analytical, problem-solving, organizational, and interpersonal skills
  • Excellent English written and verbal communication skills
  • Portfolio analysis, performance measurement, private capital, or domain expertise in investment analytics is a plus
  • Track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
  • Progress towards CFA, CAIA, CIPM, or FRM a plus
About MSCI

What we offer you
  • Salary range: $80,000 - $104,000 / year plus eligible for annual bonus
  • 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, AI Learning Center , 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 vision - to power better 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 strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

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 Disability.Assistance@msci.com 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

About the Company

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MSCI

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