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 EntitySkills Required
- 5-7 years of experience with at least 3 years in client support/service
- Proven track record of managing clients with contractual timelines and scope
- Good understanding of financial markets and investment products (stocks, mutual funds, commodities, currency)
- Understanding of networking, internet, communication concepts and complex software systems
- Excellent skills in Microsoft Excel
- Ability to develop effective working relationships with local and international stakeholders, negotiate and build trust
- Fast learner, self-starter, flexible with strong multi-tasking skills
- Educated to degree level
- Advanced degree
- Excellent written and verbal communication in English
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
