Total Plan Client Service - Associate in Leeds

The Client Services team provides product support to clients and prospects in relation to the Total Plan Manager platform.

The platform is an investment analytics platform for institutional allocators, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more.

Clients leverage the platform to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.

Through hands‑on training and exposure to the platform and related MSCI solutions, the team gains valuable product and investment knowledge, while building client‑relationship skills.

Responsibilities

• Acquire a thorough understanding of the Total Plan Manager platform, as well as the rest of the MSCI Private Assets product suite, and how our products fit into client organizations and their processes
• Serve as an advocate for MSCI to the client, as well as an advocate for the client within MSCI
• Provide first‑tier product support, addressing product‑related inquiries from clients
• Maintain and develop client relationships by ensuring relevant platform and product‑related information is shared with clients, and by proactively follow up on issues raised
• Lead platform training sessions with clients and support cross‑functional client engagements
• Coordinate with teams internally to help shape the product roadmap, validate platform behavior, and on other projects as needed
• Champion process changes to improve Client Experience and Efficiency
• Required
• Bachelor's degree in Finance, Economics, or a related field
• 3–5 years of experience in finance, accounting, or investment management
• Strong written and verbal communication skills in English, with the ability to clearly articulate complex concepts and methodologies to clients and senior stakeholders
• Strong analytical, problem‑solving, and interpersonal skills, with proficiency in Microsoft Office and confidence in handling data‑driven tasks
• A self‑starter with high motivation, accountability, and the ability to work independently and collaboratively across diverse teams and cultures in a fast‑paced, global environment
• Prior experience in a client‑facing role, preferably within financial services, with a proven ability to manage multiple client issues simultaneously and maintain focus until resolution
• Familiarity with AI tools and digital productivity applications
• Preferred
• Experience in portfolio analysis, performance measurement, or investment analytics
• Progress towards a professional qualification such as CFA, CAIA, CIPM, or FRM
• Experience in training, consulting, or client presentations
• Working knowledge of Salesforce and Gainsight

What we offer you

• Salary range: € 26,000 - € 34,000 /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 , Linked In 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.

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.

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