Summary
Location
Mumbai
Type
full-time
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About this role
Job Description
Role - Product Consultant
Shift - Flexible (24*5)
The Role -
Customer Support – ESG Domain
We are looking for a client representative to join our Client Support team to support accounts globally in the ESG Domain. The team empowers investors to make more sustainable investment decisions. The Client Support team works alongside a diverse range of asset owners, asset managers, and some of the leading financial institutions around the world. We operate in a lively and collaborative environment where no one day is the same.
You will support clients from the onboarding to daily technical and operational inquiries and other account management-related tasks, including account permissions and deliverable set up, as well as support on content-related questions on our research data and methodologies. All of these will be in the ESG Domain.
You will:
Gain exposure to an international team, working closely with both Client Success and Sales across regions in the ESG Domain
Escalate to the account owner where appropriate.
Support the team to maintain and improve client retention and client satisfaction, Understanding ESG Methodology and Data.
Providing quick resolution on client Queries with strict adherence to SLA’s
Key Responsibility:
Support the management of client relations in APAC, EMEA and AMERICAS involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions.
Support clients in accessing and understanding Sustainalytics’ suite of research products and ESG data for the purpose of incorporation into their investment processes and escalating appropriately.
Ensure that clients have access to their subscribed research through our online platform and/or receive recurring or one-off standard services, reports, or deliverables.
Respond quickly to client queries to resolve problems and ensure an effortless customer experience.
Administrate client information in our internal relationship management system; and
Understanding, Interpreting and Analyzing client requests whether Data or Methodology.
Having skills to Triage new cases while multi-tasking with client calls and existing cases
Being familiar with ESG data sets and parameters
Requirement:
1-3 years of relevant work experience, especially related to customer service and ESG domain understanding.
Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences);
Strong customer service skills and process focus
Ability to understand and process client inquiries efficiently.
Excellent interpersonal, communication, and writing skills.
Meticulousness and attentiveness to detail.
Efficient, well-organized team-player with a high level of integrity.
Ability to handle pressure.
Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
Alignment with Sustainalytics Mission Vision and Values
Willingness to support global clients in their time zones
Fluent in English (writing and speaking) is a hard requirement.
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.
Other facts
About Morningstar
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.
What you'll do
- The Product Consultant will support client relations in the ESG domain, assisting clients with onboarding, technical inquiries, and account management tasks. They will ensure clients have access to research products and respond quickly to queries to enhance customer experience.
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