Product Consultant

The Group: The talented and creative people in Morningstar’s Software division help make technology one of our core strengths. We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Whether it’s through open-source development or the transition to cloud and mobile computing, we’re always pushing technology’s boundaries to find new and better ways to serve investors. Though the individuals in our division represent a range of skills and experience levels, they all view software development as a craft and care deeply about creating a positive user experience. You’ll work across offices and cultures with smart people who are driven to find better ways to create great products integrating best practices in technology and investing.

The Role: Morningstar seeks a Client Support Representative 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/institutional clients use our products to meet their goals. This position is based in our Mumbai office.

Responsibilities:

• Works to support the overall goals of the team structure by providing post-sales client support on research products through phone and emails
• Works in line with global client service strategy and independently handles client issues, calls, emails and tasks
• Interacts with Morningstar’s data operations group, product managers, sales persons, and internal service consultants to supervise the resolution of client issues in a timely manner
• Demonstrate sense of client ownership and value voice of client
• Builds threshold knowledge of products and clients through the above activities and through other self-study and project work
• Contributes towards improving operational efficiency and promote KPI driven environment

Requirements:

• 3-5 years of professional experience with at least 3 year of client support
• A proven track record of managing clients with contractual timelines and scope
• Good understanding of financial markets and products (especially stocks and mutual funds) with inclination to learning
• Abitlity to be tech savy, with regards to examining basic xml code, postman and API's
• Excellent written and verbal communication in English
• Excellent skills in Microsoft Excel
• Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust
• Ease dealing with ambiguity; ability to create focus and keep the team on track
• Educated to degree level, an advanced degree is a plus
• Willing to work 24x7 Shift
   

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.