Product Consultant

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 the ESG Domain . 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 . All of these will be in the ESG Domain .

You will:

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G ain exposure to an international team, working closely with both Client Success and Sales across regions in the ESG Domain

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E scalate to the account owner where appropriate .

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S upport the team to maintain and improve client retention and client satisfaction , Understanding ESG Methodology and Data .

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Providing quick resolution on client Queries with strict adherence to SLA’s

Key Responsibility:

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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.

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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.

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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.

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Respond quickly to client queries to resolve problems and ensure an effortless customer experience.

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Administrate client information in our internal relationship management system; and

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

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

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Being familiar with ESG data sets and parameters

Requirement

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1-3 years of relevant work experience, especially related to customer service and ESG domain understanding.

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

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Strong customer service skills and process focus

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Ability to understand and process client inquiries efficiently.

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Excellent interpersonal, communication, and writing skills.

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Meticulousness and attentiveness to detail.

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Efficient, well-organized team-player with a high level of integrity.

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Ability to handle pressure .

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Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint

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Alignment with Sustainalytics Mission Vision and Values

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Willingness to support global clients in their time zones

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

Morningstar is an equal opportunity employer

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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.