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Product Consultant

Morningstar Credit Analytics LLC Legal Entity
🇮🇳 India
Hybrid
Manager or above
11 months ago
  • triage
  • Excel
  • Outlook
  • PowerPoint
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Job Description 

Role - Product Consultant  

Shift - Flexible (24*5) 

 

The Role -   

Customer Support – ESG Domain 

We are looking for a client representative to join our Client Support team to support accounts globally in theESGDomain.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. Weoperate 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 ourresearch data and methodologies. All of these will be in theESG Domain. 

 

You will:   

  • Gain exposure to an international team, working closely with both Client Success and Sales across regionsin theESG Domain 

  • Escalate to the account owner whereappropriate.  

  • Support the team tomaintain and improveclient retention andclient satisfaction, Understanding ESG Methodology and Data. 

  • Providingquick resolution onclient Queries withstrict adherence to SLA’s 

 
Key Responsibility:

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

  • Support clients in accessing and understanding Sustainalytics’ suite of research products andESG data for the purpose of incorporation into their investment processes and escalating appropriately.  

  • Ensure that clients have access to their subscribed research through our online platform and/or receive recurring or one-off standard services, reports, ordeliverables.  

  • Respond quickly to client queries to resolve problems and ensure an effortless customerexperience.  

  • Administrate client information in our internal relationship management system; and  

  • Understanding, Interpreting and Analyzing client requests whether Data or Methodology.  

  • Having skills to Triage new cases while multi-tasking with client calls and existing cases 

  • Being familiar with ESG data sets and parameters 

 

Requirement:

  • 1-3 years of relevant work experience, especially related to customerservice andESG domain understanding. 

  • Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences);  

  • Strong customer service skills andprocess focus 

  • Ability to understand and process client inquiriesefficiently.  

  • Excellent interpersonal, communication, and writingskills.  

  • Meticulousness and attentiveness todetail.  

  • Efficient, well-organized team-player witha high level ofintegrity.   

  • Ability to handle pressure. 

  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint

  • Alignment with Sustainalytics Mission Vision and Values 

  • Willingness to support global clients in their time zones 

  • Fluent in English (writing and speaking) is a hard requirement.  

 

 

Morningstar is an equal opportunity employer 

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

Product Consultant · Morningstar Credit Analytics LLC Legal Entity

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