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Product Consultant, Client Service

Job Details

Product Consultant, Client Service

The 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 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.


 

Company

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The  company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with about $220 billion in assets under advisement and management as of June 30, 2019. The company has operations in 27 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

Company info
Telephone
9930831088
Location
Vashi- 400709
Navi Mumbai
Mumbai
MAHARASHTRA
400705
IN

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