ESG Client Consultant

MSCI Inc.   •  

New York, NY

Industry: Professional, Scientific & Technical Services


5 - 7 years

Posted 41 days ago

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

Scope of Responsibility

  • Proactively communicate and educate clients on key ESG matters while developing critical understanding of client use cases for integration of ESG data in to the investment or research process
  • Help to manage client inquiry and issue resolution process using 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

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.

Specific Knowledge/Skills

  • Good understanding of ESG issues & market, financial services and how ESG factors impact the investment process
  • Experience within a front office investment environment is of interest inclusive of direct exposure to portfolio management or credit & equity research process
  • Strong additional interest in candidates who can provide subject matter & technical expertise in the area of fixed income
  • Knowledge and sources of fixed income securities and issuer subsidiary mapping structures
  • Excellent organizational, presentation and communication skills
  • Innovative, motivated, client-oriented and commercially-aware thinker
  • Demonstrated project management skills – define scope, resources and time lines and manage to deliverables
  • A team player able to effectively manage the expectations of a diverse and demanding client base
  • Absolute personal and business integrity

Desired Experience

5+ years of experience, preferably in a client facing position in financial services or Responsible Investing

Desired Qualifications

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