Product Consultant, Client Service
Shift- U.S
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 Sr 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 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:
• 5-7 years of proven experience with at least 3 years in client support/service
• A proven track record of managing clients with contractual timelines and scope
• Valuable 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
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📌 Product Consultant (Mumbai)
🏢 Delhi
📍 Mumbai