Product Consultant, Client Service

T he Group : The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management and Sales teams to build up an excellent client service model ensuring clients best-in-class experience using our products to achieve their goals.

The Role : Morningstar seeks a Product Consultant to join our Global Client Support team for supporting Morningstar's research and analytical products. This will be a key role in our mission to provide exceptional client experience by helping advisor / retail / institutional clients use our products to meet their goals. This position is based in our Mumbai office.

Responsibilities

• Provide best-in-class service to all incoming client queries (Calls+Emails) related to Morningstar products and services.
• Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client.
• Apply a professional, timely, and proactively approach to escalated issues and calls.
• Regularly follow up internally and externally for all outstanding client queries and requests.
• Meet required service levels for the process
• Demonstrate and promote strong client advocacy
• Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary

Requirements :

Morningstar is an equal opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Skills Required

Microsoft Excel