Product Consultant

Title - Product Consultant

Shift - Flexible

The Role -

We are looking for a client representative to join our Client Support team to support accounts globally. 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. We operate 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 our research data and methodologies.

Key Responsibilities -

• 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 and ESG 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, 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
• 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

Qualification -

• 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);
• 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;
• Efficient, well-organized team-player with a high level of integrity.
• Fluent in English (writing and speaking) is a hard requirement.
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint; and
• Alignment with Sustainalytics Mission Vision and Values
• Willingness to support global clients in their time zones

Morningstar is an equal opportunity employer