This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. 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, perks, 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 • Good understanding of financial markets and investment produ