Product Consultant

Product Consultant
Shift -AU/EMA/US
Open Positions- 9
The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients to 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, Customer Success, Implementation and Sales teams to build an excellent client service model, ensuring clients best-in-class experience using our products to achieve their goals.
The Role: Morningstar seeks a Product Consultant to join our Global Client Support team in the ESG domain supporting Morningstar's ESG research, data and analytical products. Being a Front office role, you will be working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. 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.
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 Managers and Sales across regions
• Come 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 could quickly assume new responsibilities. We are looking for a dynamic team player who is process-focused and has strong customer service skills.
Responsibilities

• Support the management of client relations in APAC, EMEA and North America 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.

Requirements:

• 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). With some experience in the ESG domain is a must.
• 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.
• 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.
• The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes.

Morningstar is an equal opportunity employer.
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.
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