Client Support Representative

1 week ago

Navi Mumbai Maharashtra, India Morningstar Full time

**Job Description**:
**The Team**:
The talented and creative people in Morningstar’s Software division help make technology one of our core strengths. We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Whether it’s through open-source development or the transition to cloud and mobile computing, we’re always pushing technology’s boundaries to find new and better ways to serve investors. Though the individuals in our division represent a range of skills and experience levels, they all view software development as a craft and care deeply about creating a positive user experience. You’ll work across offices and cultures with smart people who are driven to find better ways to create great products integrating best practices in technology and investing.

**The Role**:
In this role you will join a group of personable, dynamic, and technology-savvy individuals who interact with Morningstar customers. Morningstar seeks a Product Consultant to join our Global Client Support team to support Morningstar’s research and analytical products. This will play a key role in our mission to provide exceptional client experience by helping advisor/institutional clients use our products to meet their goals. This position is based in our Mumbai office.

**Responsibilities**:

- Maintain an expert knowledge of Morningstar products and services, features, and benefits, serve as a resource to team members, and act as a consultant to the client.
- 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**:

- 3-4 years of proven experience in client support/service
- Willing to work in following shifts ( AU, APAC, EMEA, NIGHT)
- A strong track record of managing clients with contractual timelines and scope, emphasizing retention strategies to enhance client relationships.
- Profound understanding of financial markets and investment products (especially stocks, mutual funds, commodities, and currency) with a keen interest in ongoing learning and development
- Familiarity with networking, internet, communication concepts, and navigating complex software systems.
- Excellent proficiency in Microsoft Excel and the ability to leverage it for analysis and reporting purposes.
- Demonstrated ability to cultivate and maintain effective relationships with both local and international stakeholders, showcasing skills in negotiation, rapport building, and establishing trust.
- A quick learner, self-starter, and adaptable, with a proven ability to thrive in a demanding environment, showcasing strong multitasking skills.
- Being Educated to a degree level, with any type of specialization in the financial domain will be an advantage.
- Excellent written and verbal communication skills in English, with a specific emphasis on retention-focused communication strategies

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.

  • Client Support Representative

    2 weeks ago

    Navi Mumbai, India Morningstar Full time

    **Client Support Representative - Enterprise Products** **The Area**: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product...

  • Client Support Representative

    7 days ago

    Navi Mumbai, Maharashtra, India Morningstar Full time

    Job Description:The Team:The talented and creative people in Morningstar's Software division help make technology one of our core strengths. We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Whether it's through open-source...

  • Client Representative

    2 months ago

    Colaba, Mumbai, Maharashtra, India Soundlines Group Full time

    **Job Title: Client Representative (Female) - Travel Coordination** **About the Role**: **Responsibilities**: - Coordinate with clients and schedule interviews. - Accompany clients for interviews and provide support as needed. - Maintain communication with clients to ensure their needs are met. - Handle client inquiries and provide timely and accurate...

  • Client Support Representative-1

    1 day ago

    Navi Mumbai, Maharashtra, India Morningstar Full time

    **The Team**:The talented and creative people in Morningstar’s Software division help make technology one of our core strengths. We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Whether it’s through open-source development...

  • Client Service Representative

    7 days ago

    Vashi, Navi Mumbai, Maharashtra, India Bloomscale Technology & Marketing Solutions Full time

    As a Client services representative you'll need to manage client relationships and provide customer support. You may need to field customer inquiries, schedule appointments, and connect clients with other departments when needed. **Key Responsibilities**: - Ensuring a positive and professional client service experience. - Directing client complaints or...

  • Client Service Representative/customer Support

    3 weeks ago

    Mumbai, India Digiphoto Entertainment Imaging Full time

    Vacancy For Customer Support Executive / Client Servicing Representative at Lower Parel **Responsibilities**: - Stay connected to the customer support channels and promptly engage when a ticket is assigned. - Assist customers with finding their souvenir images/videos purchased when they face technical issues. - Where search tools do not cover, visually...

  • Client Service Representative

    3 weeks ago

    Mumbai, Maharashtra, India HR POWER PAK Full time

    **Job Title: Client Servicing REPRESENTATIVE** **Location**: SION, MUMBAI **Job Summary**: We are currently seeking a Client Servicing Agent to join our team. The Client Servicing Agent will be responsible for maintaining strong relationships with our clients, ensuring their needs are met, and providing exceptional service at all times. This role requires...

  • Client Support Representative-1

    7 days ago

    Navi Mumbai, Maharashtra, India Morningstar Full time

    The Team:The talented and creative people in Morningstar's Software division help make technology one of our core strengths. We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Whether it's through open-source development or the...

  • Intermediate Representative, Client

    2 months ago

    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on...

  • Intermediate Representative, Client

    3 weeks ago

    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based on...

  • Client Servicing Representative

    3 weeks ago

    Airoli, Navi Mumbai, Maharashtra, India Enrolsy Full time

    Greetings! We are pleased to announce that we are hiring for a leading international call center. Location: Airoli Designation: Client Servicing Representative Qualification: HSC / Any Graduate Excellent communication skills Should have at least 6 months of experience of international voice experience. Roles & Responsibilities: - Internet search. -...

  • Customer Support Representative

    2 weeks ago

    Navi Mumbai, Maharashtra, India True Hire Consulting Full time

    **Designation**: Customer Support Representative **Location**: Ghansoli. **Industry**: BPO - Voice Process **Employment Time**: Full time **Shifts: Day Shifts Only** **Weekly Off: 2 days (Saturday & Sumday)** **Working Days: 5 days** **Education**:HSC / Any Graduates. Experience: - 6 months Experience in Customer Service Mandatory Excellent Communication...

  • Intermediate Representative, Client

    3 weeks ago

    Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Reporting, Performance - S3Assists in collecting client portfolio performance data and may assist in the creation of reports using the collected data. Acts as an escalation point for clients after they have engaged with lower level support staff.Produces more complicated data sets for examination by Client Reporting and Performance...

  • Client Representative

    3 weeks ago

    Majiwada, Thane, Maharashtra, India Ecstatic Organisation Full time

    **Applicants with Positive Attitude and Enthusiastic personality required.** **Position**: Client Representative **Job Location**: Thane West **CTC**:2.5 Lacs to 4.5 Lacs per annum We are hiring for **Client Representative **Profile..!!! **Freshers and Experienced both are welcomed..!** **Roles & Responsibilities**: *Training & development *Marketing...

  • Intermediate Representative, Client

    2 weeks ago

    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **Intermediate Representative, Client Onboarding/Transitions/Conversions/Know Your Client** **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in...

  • Customer Support Representative

    2 weeks ago

    Mumbai, Maharashtra, India Scymes Services Pvt. ltd Full time

    Managing a team of representatives offering customer support. - Overseeing the customer service process. - Resolving customer complaints brought to your attention. - Creating policies and procedures. - Planning the training and standardization of service delivery. - Selecting and hiring new staff. - Monitoring the work of individual representatives and of...

  • Client Support Executive

    2 weeks ago

    Mumbai, India itology inventor private limited Full time

    **ITOLOGY INVENTOR PRIVATE LIMITED** 408 Oriana Business Park, Rd Number 22, Wagle Industrial Estate, Thane West, Thane, Maharashtra 400604 India. Contact +91-XXXXXXXXXX **Customer Support Representative (CSR)** **Salary** : 12000/ To 15000/- Per Month **Perks and Benefits** : Great incentives/variables **Functional Area**: Customer support...

  • Customer Support Representative

    7 days ago

    Ghansoli, Navi Mumbai, Maharashtra, India TCM Services Pvt Ltd Full time

    **Customer Service Representative** **About the Company -** TCM Services Private Limited, is a team of young dynamic individuals who started up in 2016, our motive is to provide the best customer service to our clients globally. TCM Services currently owns three companies in the United States of America, and have their Shared Service Centre's based out of...

  • Intermediate Representative, Client

    2 months ago

    Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based...

  • Intermediate Representative, Client

    3 weeks ago

    Pune, Maharashtra, India BNY Mellon Full time

    Overview Client Onboarding/Transitions/Conversions - S3Supports more complex client onboarding/transition/conversion projects through a diverse set of operational activities. Responsible for set-up of new clients and maintenance of existing clients on various systems. Provides solutions to problems in situations that are atypical or occur infrequently based...