Product Consultant

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.

• 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's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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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