Product Consultant, Client Service

Morningstar seeks a Product Consultant to join our Global Client Support team for supporting Morningstar’s research and analytical products. This will be a key role in our mission to provide exceptional client experience by helping advisor/retail/institutional clients use our products to meet their goals.

Requirements

• 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
• Excellent skills in Microsoft Excel
• Proven ability to develop effective working relationships with both local and international stakeholders
• 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

Benefits

• Hybrid work environment with 4 days in-office each week
• Flexible work arrangements to enhance flexibility as needs change