Quick Summary
Overview
Product Consultant, Client Service The Group: The Client Service group is the face of Morningstar post sales.
Technical Tools
Product ManagementProduct Manager
Responsibilities
~1 min read- →Provide best-in-class service to all incoming client queries related to Morningstar products and services.
- →Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client.
- →Apply a professional, timely, and proactively approach to escalated issues and calls.
- →Regularly follow up internally and externally for all outstanding client queries and requests.
- →Meet required service levels for the process
- →Demonstrate and promote strong client advocacy
- →Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary
Requirements
~1 min read- 3-4 years of proven experience in client support/service
- A proven track record of managing clients with contractual timelines and scope
- Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learning
- Understanding of networking, internet, communication concepts and complex software systems
- 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
- Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills
- Educated to degree level, an advanced degree is a plus
- Excellent written and verbal communication in English
- Morningstar is an equal opportunity employer.
- Availability to work on Saturdays, Sundays & Public holidays (on a rotational basis) is a key requirement for this role as part of a global 24x7 support operation.
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntityLocation & Eligibility
Where is the job
Mumbai, India
On-site at the office
Who can apply
IN
Listing Details
- First seen
- October 11, 2026
- Last seen
- October 11, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- October 11, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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