Job Description

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 proactive approach to escalated issues and calls. Regularly follow up internally and externally for all outstanding client queries and requests. Work closely with our internal Data, Engineering and Implementation teams to ensure timely production, quality assurance, and the delivery of projects for new and existing clients. Ensure compliance with the required service levels for the process. Demonstrate and promote strong client advocacy Provide and facilitate pertinent corporate, inter-department al communications as necessary Requirements: 2-3 years of relevant experience. Experience in Financial Services/Capital markets is preferred A proven track record of managing clients with contractual timelines and scope . Effective analytical and decision-making skills. Good understanding of financial markets and investment products (especially stocks , mutual funds , commodities, currency , futures and options ) with an inclination to learning Tech savvy and being comfortable complex software systems 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 / learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Professional attitude and strong service orientation Educated to degree level, an advanced degree is a plus Excellent written and verbal communication in English The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes. The desire to work for a company where individual contributions have significant impact on the success of the t eam . A positive attitude is required . Experience working effectively with others in a team setting while under the pressure of deadlines. Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.