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Full-time
bachelor degree, postgraduate degree
Hybrid work environment, Flexibility
Posted 26d ago
~40 hrs/week
Responsibilities
The Product Consultant provides best-in-class service to clients by addressing queries related to Morningstar products and services. They act as a consultant to clients while collaborating with internal teams to ensure an excellent service experience.
Requirements
Candidates must have 5-7 years of experience, with at least 3 years in client support and a strong understanding of financial markets. A degree-level education is required, and proficiency in Microsoft Excel is essential.
Full job description
Product Consultant, Client Service Shift- U.S
The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management and Sales teams to build up an excellent client service model ensuring clients best-in-class experience using our products to achieve their goals.
The Role: Morningstar seeks a Sr 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 clients use our products to meet their goals. This position is based in our Mumbai office.
Responsibilities • Provide best-in-class service to all incoming client queries related to Morningstar products and services. • Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client. • Apply a professional, timely, and proactively approach to escalated issues and calls. • 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: • 5-7 years of proven experience with at least 3 years 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 • 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 • Morningstar is an equal opportunity employer.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
How many Customer Service & Support jobs are open in Mumbai City, India right now?
There are currently 502 open customer service & support positions in Mumbai City, India listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Mumbai City, India?
Companies currently hiring include Accenture, NTT DATA, Inc., DBS Bank, A.P. Moller - Maersk, NCR Atleos, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Mumbai City, India?
Yes — 77 of the 502 open customer service & support positions offer remote or hybrid work (18 remote, 59 hybrid).
How do I apply for Customer Service & Support jobs in Mumbai City, India?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.