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MetLife Investment Management · 1 month ago

MIM - Associate – Client Service Operations

Philadelphia, PA

Full-time

Hybrid

Mid Level

$80K/yr - $100K/yr

3+ years exp

MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world. The successful Associate will be responsible for client onboarding, offboarding, change management, and client reporting while ensuring a positive client experience.

Financial Services

Growth Opportunities

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 experienceInvestment Management experienceOnboardingChange managementMicrosoft Office proficiencySalesforceCRM experienceCommunication skillsTime management skillsCollaborative 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

No-cost short- and long-term disability

Company-paid life insurance

Legal services

Retirement pension funded entirely by MetLife

401(k) with employer matching

Group discounts on voluntary insurance products including auto and home

Pet insurance

Critical illness insurance

Hospital indemnity insurance

Accident insurance

Employee Assistance Program (EAP)

Digital mental health programs

Parental leave

Volunteer time off

Tuition assistance

Company

MetLife Investment Management

MetLife Investment Management serves institutional investors around the world by combining a client-centric approach with deep and long-established asset class expertise in managing Fixed Income, Private Credit and Real Estate.

Founded in 1868

Atlanta, Georgia, USA

501-1000 employees