Customer Support Representative

3 weeks ago


Navi Mumbai, India Morningstar Full time

**About the role**:
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. This position is based in our Mumbai office.

**Job responsibilities**:

- Maintain expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members, and act as a consultant to the client.
- Ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of customer service.
- 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.

**Qualifications**:

- 3-4 years of proven experience in client support/service.
- A proven track record of managing clients with contractual timelines and scope.
- Strong problem-solving and analytical skills with high attention to detail, and excellent time management.
- Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, and currency) with an inclination to learn.
- 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.

Shift timing - USA (Night shift)

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.



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