Client Services Senior Officer
MSCI Inc
We are currently seeking an experienced Analytics Client Service Specialist to join our Client Coverage organization in Mexico City/Monterrey.
The MSCI Global Client Service team is composed of experienced financial professionals that provide first tier support for our clients around the world. Client contact is primarily via telephone and email, but occasional travel may be required for on-site presentations or trainings. Client Service Specialists work closely with account managers and consultants to develop and maintain client relationships.
Analyze market performance and data for our clients on a reactive and a pro-active basis.
Provide client feedback to the Coverage, Product Management, Research and Data groups.
Keep up with current events and trends in the marketplace.
Own end-to-end case management from intake to resolution, ensuring adherence to SLA targets, escalation protocols, and client communication standards.
Mentor and develop junior team members (Analysts and Associates) through regular coaching, knowledge transfer, and structured feedback.
Contribute to the team knowledge base by creating and updating articles, leading formal knowledge-sharing sessions, and promoting client self-service adoption.
Accountable for translating AI capability into team-level impact — designing, building, and deploying AI-assisted solutions that improve service efficiency and team productivity.
Maintain consistent personal AI tool adoption embedded in daily workflow, serving as a practitioner role model for responsible and effective AI integration within Client Service.
Modern Portfolio Theory, Equity and Portfolio Construction, Optimization, Cap Asset Pricing models, Multi Factor Risk Models, Market Risk, Credit Risk and VAR.
- Deep understanding of international financial institutions and global financial markets.
- Excellent communication skills, ability to articulate complicated concepts or methodologies verbally and in writing to senior management and clients.
- Strong organizational skills with the ability to handle multiple projects under tight, short-term deadlines.
- Dynamic, track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities.
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.
Working knowledge of programming (Python, R, C++) is a plus.
demonstrated ability to embed AI into daily workflows and build repeatable AI-assisted solutions that improve team productivity and service quality.
5-7 years’ experience in Financial Services.
Undergraduate degree in finance, economics, actuarial sciences, statistics, mathematics, or other quantitative fields required.
MFE, MBA,Masters Degree and/or CFA , or equivalent highly desired.
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