The Associate in Investments Operations supports client service, manages onboarding, enhances client experiences, and ensures accurate reporting and communication.
Description and Requirements
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 Client Service Associate is a member of the Private Capital Client Service team within MIM. The highly motivated professional will support, and help enhance, the client experience for MIM's Private Capital clients. This professional will lead both new client onboarding and client reporting and will assist with responding to day-to-day inquiries from our clients, such as questions on their portfolio or change management requests.
Key Responsibilities:
Essential Business Experience and Technical Skills:
Required:
Preferred:
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
Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.
The expected salary range for this position is $100,000 - $125,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a 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, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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.
$100,000 - $125,000
#BI-Hybrid
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 Client Service Associate is a member of the Private Capital Client Service team within MIM. The highly motivated professional will support, and help enhance, the client experience for MIM's Private Capital clients. This professional will lead both new client onboarding and client reporting and will assist with responding to day-to-day inquiries from our clients, such as questions on their portfolio or change management requests.
Key Responsibilities:
- Produce and deliver timely and accurate client reports for MIM's portfolios and funds
- Effectively answer ad-hoc and/or follow-up questions from clients, investors, and internal partners
- Lead the client onboarding, offboarding, and change management process
- Lead projects to achieve efficiencies and improve existing processes
Essential Business Experience and Technical Skills:
Required:
- Excellent written and verbal communication skills and attention to detail
- Demonstrated record of success in servicing institutional clients or funds
- Exceptional multi-tasking and time management skills
- Proficiency with all Microsoft Office applications (Excel, Powerpoint, Word)
- Capable of thriving in a fast paced, dynamic environment
Preferred:
- Undergraduate degree in Business Administration, Accounting, or Finance
- Relevant experience in Financial Services or Investment Management industry
- Experience with Aladdin, Salesforce and Vermilion 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
Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.
The expected salary range for this position is $100,000 - $125,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a 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, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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.
$100,000 - $125,000
#BI-Hybrid
Top Skills
Aladdin
MS Office
Salesforce
Vermilion
MetLife New York, New York, USA Office
MetLife New York City, NY Office

200 Park Ave, New York, NY, United States, 10166
MetLife Bridgewater, New Jersey, USA Office
MetLife Bridgewater, NJ Office

501 Route 22, Bridgewater, NJ, United States, 08807
MetLife Whippany, New Jersey, USA Office
MetLife Whippany, NJ Office

One MetLife Way, Whippany, NJ, United States, 07981
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