Product Consultant

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 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-departmental communications as necessary

Requirements:

Availability to work on Saturdays, Sundays & Public holidays (on a rotating basis) is a key requirement for this role as part of a global 24x7 support operation.

• 2-3 years of relevant experience. Experience in Financial Services/Capital markets is preferred.
• A proven 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) with inclination to learning
• A proven record of managing clients with contractual timelines and scope. Effective analytical and decision-making skills.
• Excellent skills in Microsoft Excel
• A proven record of managing clients with contractual timelines and scope. Effective analytical and decision-making skills.
• 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 Team as a whole. 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.

Nice to Haves

• Experience with complex information systems, understanding of basic coding, reading XML/Jason and use of Postman
• Familiarity with customer relationship management (CRM) software

Morningstar is an equal opportunity employer.