Senior Client Services Consultant

MetLife – Philadelphia, PA

Job Location: United States : Pennsylvania : Philadelphia
Role Value Proposition:Logan Circle Partners, L.P. (LCP) is a wholly owned affiliate of MetLife, Inc. and is part of MetLife Investment Management (MIM), MetLife Inc.s institutional investment management business. MIM provides investment services predominately to institutional clients across several asset classes. We are currently seeking a highly motivated professional to join its growing team in a role that will focus primarily on providing support to internal key stakeholders of the firm. The professional will work in a Client Service Operations capacity to influence solutions to effectively meet the internal needs of Public Fixed Income, while also servicing existing and emerging clients. The position will be responsible for completing monthly and quarterly client reviews, processing capital flow activity, and performing quality control checks on key functional utilities relating to Client portfolios. This requires partnering with Portfolio Management, Product Specialists, Relationship Management, and Trading to ensure effective processes are implemented and executed around Client portfolios. The professional should have a strong operational and or client service background within the Asset Management industry and feel comfortable communicating with internal, existing, and emerging clients.


Key Responsibilities:
  • Participate in the Client onboarding process to ensure portfolios are set up correctly
  • Partner with Portfolio Management, Product Specialists, and Relationship Management to complete monthly/quarterly Client Reviews and other forms of client reporting
  • Answer ad hoc client requests/inquires
  • Monitor key functional utilities relating to Client portfolios. This includes, but is not limited to, daily/monthly account level performance, oversight of reconciliations relating to cash exceptions, security master, and analytics, etc.
  • Oversight of outsourced Fund Administration provider SEI relating to CITs, LPs, Irish QIFs, and Mutual Funds. This includes answering inquires and ultimately signing off on daily/monthly performance and client statements
  • Process daily/ad hoc subscriptions and redemptions

  • Essential Business Experience and Technical Skills:

    Required:

  • Prior experience in Operations and or Client Services, specifically Public Fixed Income asset classes
  • Proficient with all Microsoft Office applications, emphasizing Excel and PowerPoint
  • Excellent organizational, interpersonal, and communication skills, both written and verbal
  • Strong problem-solving skills and the ability to multitask
  • Capable of thriving in a fast-paced, dynamic environment

  • Preferred:

  • Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately
  • BS/BA degree
  • BlackRock Aladdin Enterprise System experience a plus
  • Vermilion experience a plus
  • 3+ plus years of relevant experience in Financial Services

  • TravelMinimal
    Business CategoryInvestments
    Number of Openings1

    #LI-WRAPJOB

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


    MetLife is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife s policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

    MetLife maintains a drug-free workplace.

    For immediate consideration, click the Apply Now button. You will be directed to complete an on-line profile. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.

    Requisition #: 109279

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