ESG Client Consultant

Your Team responsibilities –

MSCI ESG Research is seeking to expand its ESG (Environmental, Social and Governance) Client Consultant team and is looking for a suitable candidate to join our Boston office. As the ESG Client Consultant you will be part of our team that is a leading provider of ESG research to institutional investors globally. In this role you will be managing the relationships for a territory of clients that span some of the world’s largest asset managers, pension funds, and foundations. You will learn MSCI ESG Research products and the client’s line of businesses and investment processes to guide them in leveraging our solutions across asset classes with emphasis on Equity and Fixed Income, to bring that knowledge together to provide insight and best practices to those client organizations.

As the ESG Consultant your performance will be based on a combination of factors including account renewal rates, proactive management and client communication, contract value growth and pre-sales activities. In the pre-sales role, you will partner with the sales team, bringing industry and product expertise to client meetings. After a client has begun using MSCI ESG Research products, the Consultant owns and manages the client experience. This entails offering proactive educational ESG support, expertise on ESG services and usage, and participating in the client renewal process.

• Achieve target renewal and retention rate
• Drive revenue growth with outstanding service
• Act as a trusted advisor for clients and their advocate within MSCI ESG Research
• Serve as domain expert on MSCI ESG Research’s suite of ESG products and services

What we will offer you:  Depending on your location of your role, you can expect …

• Competitive fixed and variable compensation, holiday/vacation allowance and retirement savings plans/pensions
• A wide range of benefits including – healthcare, dental plans, risk insurances and (location dependent) – cycle-to-work schemes, gym benefits, retail discounts

• A hybrid work environment, for the vast majority of employees, offering a more progressive way of working to give you the flexibility, accountability, and responsibility to empower you to perform at your very best. At the center of this way of working is a culture which is built on a strong foundation of trust. We trust our people and they trust our organization’s leaders to support them.

• An inclusive and performance driven culture where you are empowered to maximize your potential in an environment where all individuals are respected and encouraged to bring their authentic selves to work
• A purposeful approach to Wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our Here For You Employee Assistance Program provides confidential emotional support with local experts, financial and legal advice in a wide range of issues as well as access to online information, resources and tools. All the services are available for our employees free of charge.

Your key responsibilities –

• • Proactively communicate and educate clients on key ESG matters while developing critical understanding of client use cases for integration of ESG data into the investment or research process
  • Help to manage client inquiry and issue resolution process using SalesForce.com and other internal tools
  • Monitor and ensure client satisfaction
  • Identify accounts at risk and create a plan to ensure revenue and client retention forecasting at risk business where appropriate; working with cross-functional teams to address issues in a timely manner
  • Develop/drive account management plans for all clients
  • Conduct regular calls/visits with clients (health checks, training, relationship planning and review)
  • Identify and communicate up-sell opportunities to sales team
  • Provide subject matter expertise in pre-sales/up-sell/on-boarding activities
  • Conduct product training for clients
  • Perform frequent testing of new product features
  • Continually assess target market and work with management to ensure company is offering relevant services
  • Encourage and facilitate meetings between clients and research analysts
  • Act as liaison between client and internal MSCI ESG Research teams for key client initiatives
  • Communicate market requirements to ESG Research business leaders
  • Attend relevant industry events

Your skills and experience that will help you excel –

• • Good understanding of ESG issues & market, financial services and how ESG factors impact the investment process
  • Experience within a front office investment environment is helpful inclusive of direct exposure to portfolio management or credit & equity research process
  • Experience or knowledge of asset managers, insurance and investment banks beneficial but not required
  • Excellent organizational, presentation and communication skills
  • Innovative, motivated, client-oriented and commercially-aware thinker
  • A team player able to effectively manage the expectations of a diverse and demanding client base
  • Absolute personal and business integrity
  • 5 years of experience, preferably in a client facing position in financial services or Responsible Investing
  • Bachelors required, MBA or Master’s degree in finance, economics, international relations or a related field favored or equivalent experience or CFA designation also beneficial
  • Successful candidates will have a Responsible Investing (RI) or financial background and exhibit an interest for ESG issues and have demonstrated experience in developing strong working relationships with external clients.

How we’ll support you

• Coaching, support and encouragement from experts in your team
• Access to a wide range of learning opportunities to support your growth and development
• Customizable learning journeys to help you navigate your professional development
• Transparent performance-based compensation schemes
• Employee Resource Groups such as MSCI Pride, Black Leadership Network, Women’s Leadership Forum, Women in Tech, Asian Support Network, All Abilities and Climate Action Groups.

About MSCI and our teams:

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

Our values define the working environment we strive to create.  We are inclusive, we champion bold ideas, we always pursue excellence, and always act with integrity.   Personal accountability and responsibility are key to success, and we always work as a team to remain client centric.

At MSCI diversity is at our core and inclusion defines our culture. Our people are empowered to maximize their potential in an environment where all individuals are respected and encouraged to bring their authentic selves to work. We work, learn and grow together and we are committed to hiring and promoting qualified women, ethnic minorities and members of the LGBT community candidates, who have historically been underrepresented in financial services.

To learn more about life at MSCI please visit https://careers.msci.com or follow us on LinkedIn, Twitter, Glassdoor.

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.

MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. 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 pregnancy/maternity leave), veteran status, or any other characteristic protected by law.