MIM - Associate – Client Service Operations jobs in United States
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MetLife · 1 month ago

MIM - Associate – Client Service Operations

positionPhiladelphia, PA
timeFull-time
remoteHybrid
seniorityMid Level
money$80K/yr - $100K/yr
date3+ years exp

MetLife is one of the largest institutional investors and asset managers in the world, providing investment services to predominantly institutional clients. The Associate will be responsible for client onboarding, offboarding, change management, and client reporting within the Public Fixed Income & Active Equity Client Service Operations team.

Asset ManagementFinancial ServicesInsuranceLife InsuranceRisk Management
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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

Qualification

Financial Services experienceOnboardingChange managementClient reportingMicrosoft Office proficiencySalesforce experienceMultitasking abilitiesCommunication skillsTime managementCollaborative mindset

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

Benefits

Comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability
Company-paid life insurance and legal services
Retirement pension funded entirely by MetLife and 401(k) with employer matching
Group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance
Employee Assistance Program (EAP) and digital mental health programs
Parental leave
Volunteer time off
Tuition assistance

Company

MetLife

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MetLife is a provider of insurance, employee benefits, and financial services .
dateFounded in 1868
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.metlife.com

Funding

Current Stage
Public Company
Total Funding
$500M
2024-06-20Post Ipo Debt· $500M
2000-04-14IPO

Leadership Team

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Michel A. Khalaf
President & CEO, MetLife, Inc.
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Koley Corte
Senior Vice President & Chief Marketing Officer - Institutional, Regional, Global Insights+Analytics
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Recent News

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2026-01-07
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Insurance News in the United States
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Company data provided by crunchbase