Role - Product Consultant
Shift - Flexible (24*5)
The Role -
Customer Support ESG Domain
We are looking for a client representative to join our Client Support team to support accounts globally in the
ESG Domain
. 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
. All of these will be in the
ESG Domain
.
You will:
- Gain exposure to an international team, working closely with both Client Success and Sales across regions in the ESG Domain
- Escalate to the account owner where appropriate.
- Support the team to maintain and improve client retention and client satisfaction, Understanding ESG Methodology and Data.
- Providing quick resolution on client Queries with strict adherence to SLA's
Key Responsibility:
- 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; and?
- 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
Requirement:
- 1-3 years of relevant work experience, especially related to customer service and ESG domain understanding.
- Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences);?
- Strong customer service skills and process focus
- 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.??
- Ability to handle pressure.
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
- Alignment with Sustainalytics Mission Vision and Values
- Willingness to support global clients in their time zones
- Fluent in English (writing and speaking) is a hard requirement.?
Morningstar is an equal opportunity employer
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.