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Product Consultant

3-5 Years

This job is no longer accepting applications

Job Description

  • 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 APIs
  • 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

More Info

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About Company

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.

Job ID: 108517887

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