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Morningstar
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Product Consultant

Product Consultant

Morningstar

2 - 6 years

2 - 6 Lacs

Thane Maharashtra India

Posted:13 hours ago| Platform: Foundit logo

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Skills Required

customer service ESG data Client Support communication

Work Mode

On-site

Job Type

Full Time

Job Description

Title - Product Consultant

Shift - Flexible

The Role -

We are looking for a client representative to join our Client Support team to support accounts globally. 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.

Key Responsibilities -

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.
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.

Qualification -

13 years of relevant work experience, especially related to customer service.
Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences).
Strong customer service skills and process-focused.
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.
Fluent in English (writing and speaking) is a hard requirement.
Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
Alignment with Sustainalytics Mission Vision and Values.
Willingness to support global clients in their time zones.

Morningstar is an equal opportunity employer

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