Job Description

Role - Product Consultant

Shift - Flexible (24•5)

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.

You will:

• gain exposure to an international team, working closely with both Client Success and Sales across regions
• become, together with your team, the primary and reliable point of contact for technical support;
• escalate to the account owner where appropriate; and
• support the team to maintain and improve client retention and client satisfaction.


This position will allow you to obtain a broad understanding of how responsible investment strategies can be implemented by investors, be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and have the opportunity to quickly assume new responsibilities. We are looking for a dynamic team player who is process-focused and has strong customer service skills.

KEY RESPONSIBILITIES

• Support the management of client relations in APAC and EMEA, involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions;
• 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
• 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.

QUALIFICATIONS

• 1-3 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; and
• Alignment with Sustainalytics Mission Vision and Values


Morningstar is an equal opportunity employ




I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.