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 );
- Solid 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

📌 Product Consultant (Mumbai)
🏢 Morningstar
📍 Mumbai