Morningstar - Client Service Specialist

Product Consultant (Client Service Specialist)

We're looking for a highly motivated Client Service Specialist with 3-4 years of experience in client support, preferably within the financial sector.

The ideal candidate will be a fast learner and a self-starter with a proven ability to provide best-in-class service.

This role is crucial for managing incoming client queries, resolving issues, and ensuring a professional and timely response to all customer needs.

Key Responsibilities:

Client Support Excellence:

- You'll provide best-in-class service for all incoming client queries related to Morningstar's products and services.

- This includes a proactive and timely approach to escalated issues and regular follow-ups to ensure all outstanding requests are resolved.

Product Expertise:

- You'll develop and maintain expert knowledge of Morningstar's offerings, serving as a key resource for both clients and team members.

- Your deep understanding will allow you to act as a consultant, providing insightful solutions.

Client Relationship Management:

- You'll build and maintain strong relationships with clients, demonstrating strong client advocacy.

- You'll manage relationships with contractual timelines and scope, ensuring a positive client experience.

Operational Efficiency:

- You'll work to meet all required service levels and provide and facilitate necessary corporate and departmental communications.

Skills:

- Client Service: Proven experience in a client support or service role.

- Financial Acumen: A good understanding of financial markets and investment products (stocks, mutual funds, commodities, currency), with a strong desire to learn more.

- Technical Knowledge: An understanding of networking, internet, communication concepts, and complex software systems.

- Software Proficiency: Excellent skills in Microsoft Excel.

- Communication & Interpersonal Skills: Excellent verbal and written communication in English, with a proven ability to develop effective working relationships with local and international stakeholders.

Experience & Education:

Experience: A minimum of 3-4 years of proven experience in client support or service, with a track record of managing clients with contractual timelines