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 Morningstarâs 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. Availability to work on Saturdays, Sundays & Public holidays (on a rotational basis) is a key requirement for this role as part of a global 24x7 support operation. 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 How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interviewâeither with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position youâre interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsâincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel mattersâwithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
