Product Consultant, Client Service

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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 :

3-4 years of proven experience in client support / service

A proven track record of managing clients with contractual timelines and scope

Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learning

Understanding of networking, internet, communication concepts and complex software systems

Excellent skills in Microsoft Excel

Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust

Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills

Educated to degree level, an advanced degree is a plus

Excellent written and verbal communication in English

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.

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