• MIM - Associate - Client Service Operations

    MetLife (Philadelphia, PA)


    Role Value Proposition:

    Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a "Best Places to Work in Money Management" by Pensions & Investments for four consecutive years and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate. Visit us at www.metlife.com/investments to learn more.

     

    The successful Associate is a member of the Public Fixed Income (PFI) & Active Equity Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.’s institutional investment management business. MIM provides investment services to predominantly institutional clients across several asset classes. The highly motivated professional is responsible for client implementation, offboarding, change management, and client reporting and should feel comfortable communicating with internal, existing, and emerging clients.

    Key Responsibilities:

    * Lead client onboarding and offboarding for SMAs and Fund Investors across Fixed Income & Active Equity Products.

    * Assist in managing client-driven change initiatives including guideline updates, strategy modifications, and custody transitions.

    * Respond to day-to-day operational client inquiries and ensure timely resolution.

    * Act as a client advocate by understanding operational needs and contributing to a positive client experience.

    * Prepare and deliver accurate client reports in a timely manner.

    * Participate in Operational Due Diligence, questionnaires, and client-led audits.

    * Contribute to projects aimed at improving operational efficiency and process enhancements.

    Essential Business Experience and Technical Skills:

    Required:

    * 3-5 years of experience in Financial Services or Investment Management, with a focus on Fixed Income.

    * Hands-on experience with onboarding and change management for SMAs and Fund Investors (CITs and LPs).

    * Strong written and verbal communication skills with attention to detail.

    * Excellent time management and multitasking abilities.

    * Ability to thrive in a fast-paced, dynamic environment.

    * Collaborative mindset with the ability to coordinate across multiple teams and projects.

    * Willingness to support business heads on ad-hoc operational initiatives.

    Preferred:

    * Bachelor’s degree in Business Administration, Economics, or Finance preferred

    * Proficiency in Microsoft Office (Excel, PowerPoint, Word); familiarity with advanced Excel functions and Power BI is a plus.

    * Salesforce or some form of CRM experience is a plus.

     

    At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.

    #MIM

    Equal Employment Opportunity/Disability/Veterans

    If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

     

    MetLife maintains a drug-free workplace.