Client Service Consultant at Morningstar

Job description

The Group: The Information 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 development, and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions.

The Role: Morningstar seeks a Client Solutions Consultant to provide superior service to investment software clients and users. This role will interact extensively with clients at asset management, investment consulting, insurance, wealth management, and adviser companies that use Morningstar Direct and other products. Our client solutions consultants combine a thorough understanding of Morningstar’s products with strong investment knowledge and business acumen to help clients make the most of our products. This role is based in our Cape Town office.

Responsibilities;

• Educate clients about our institutional software, focusing on data, functionality and features; as well as on industry trends.
• Provide product training and support.
• Responsible for converting product trials into subscriptions, promoting product usage, and maximising client retention by helping companies integrate our products with their workflows.
• Demonstrate superior product knowledge and consultative account management skills.
• Provide valuable feedback and insight to the product team and developers.
• Interact with Morningstar’s data operations group, product managers, and internal service consultants to resolve client issues in a timely manner.
• Contribute to market research, marketing and promotional events, and other projects as needed.
• Be the local market specialist on Morningstar Direct.
• Become a product specialist in an assigned areas of our products and provide expertise on Morningstar methodologies, functionality, and product features.

Requirements;

• A bachelor’s degree or the equivalent is required; business, mathematics, engineering or related majors are preferred.
• A Chartered Financial Analyst® designation or progress towards this designation is highly desirable.
• Familiarity with Morningstar Direct is desirable.
• A deep customer service focus and strong attention to detail.
• Experience in financial services/investments customer service, training.
• A quantitative aptitude, strong knowledge of the institutional investment market, and a proven ability to build long-term client relationships.
• Excellent communication skills and the ability to present to clients with sophisticated investment knowledge and business experience.
• Excellent verbal and written skills.

Morningstar is an equal opportunity employer.