Job Reference:
-
- Location:
- Monterrey
- Category:
- Sales and Relationship Management
- Solution:
- Index
**Asset Owner Index Client Success Manager**
Your Team Responsibilities
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 ne...