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Product Consultant

Product Consultant

ConfidentialThane
30+ days ago
Job description

Title - Product Consultant

Shift - Flexible

The Role -

  • We are looking for a client representative to join our Client Support team to support accounts globally. The team empowers investors to make more sustainable investment decisions. The Client Support team works alongside a diverse range of asset owners, asset managers, and some of the leading financial institutions around the world. We operate in a lively and collaborative environment where no one day is the same.
  • You will support clients from the onboarding to daily technical and operational inquiries and other account management-related tasks, including account permissions and deliverable set up, as well as support on content-related questions on our research data and methodologies.

Key Responsibilities -

  • Support the management of client relations in APAC, EMEA and AMERICAS involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions.
  • Support clients in accessing and understanding Sustainalytics suite of research products and ESG data for the purpose of incorporation into their investment processes and escalating appropriately.
  • Ensure that clients have access to their subscribed research through our online platform and / or receive recurring or one-off standard services, reports, or deliverables.
  • Respond quickly to client queries to resolve problems and ensure an effortless customer experience.
  • Administrate client information in our internal relationship management system.
  • Understanding, Interpreting and Analyzing client requests whether Data or Methodology.
  • Having skills to Triage new cases while multi-tasking with client calls and existing cases.
  • Being familiar with ESG data sets and parameters.
  • Qualification -

  • 1–3 years of relevant work experience, especially related to customer service.
  • Undergraduate degree in a related discipline (business, finance, environment, and / or social sciences).
  • Strong customer service skills and process-focused.
  • Ability to understand and process client inquiries efficiently.
  • Excellent interpersonal, communication, and writing skills.
  • Meticulousness and attentiveness to detail.
  • Efficient, well-organized team-player with a high level of integrity.
  • Fluent in English (writing and speaking) is a hard requirement.
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
  • Alignment with Sustainalytics Mission Vision and Values.
  • Willingness to support global clients in their time zones.
  • Morningstar is an equal opportunity employer

    Skills Required

    Customer Service, Client Support, Microsoft Excel, Communication

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