The Area: 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 them provide clients with relevant products and bundled solutions.

The Role: Morningstar Asia seeks an enthusiastic, results-driven and customer-centric Client Support Representative to join Enterprise Platform group.  Working directly with our Data Product, Enterprise Components, Morningstar Publishing System, Research and Direct clients, you will join our group of client managers & product consultants with the aim of delighting our customers via the provision of world-class support and service.  Working in conjunction with our product management, implementation managers, solutions and sales teams, you will act as an expert to support the growth of Morningstar’s enterprise solutions with our clients and identify new opportunities for expanding our offerings.  This role is based in our Hong Kong office.

Responsibilities:

• Work closely with our Data product, Enterprise Component, Morningstar Publishing System, Research and Direct client base to ensure timely production, quality assurance, and the delivery of projects to client satisfaction.
• Own, coordinate and resolve data, functional, and technical issues.
• Proactively build effective client relationships, including the ability to anticipate and listen to our clients’ needs and be responsive. Achieve this by working closely with clients, our sales & product teams to deepen our client relationships.
• Proactively contribute to the renewal process and drive a strong renewal rate by continuously managing client satisfaction levels; coordinating with technology and product management teams to refine existing client solutions; and working closely with sales teams to identify & evaluate potential upsell opportunities.
• Maintain a thorough insight about our data, research and technology solutions and build channels in conjunction with our sales and product teams for communicating to clients and internal stakeholders to ensure an efficient process to guide clients in their interaction with Morningstar and our solutions.
• Work closely with our global data & product teams to ensure efficient delivery of new or existing data sets & product capabilities to clients
• Drive legacy retirement in coordination with the product management, implementation teams and technology.

 Requirements

• Customer oriented with professional and effective communication skills and strong interpersonal skills
• Must demonstrate attention to details, be flexible and have ability to multi task
• Organised with an analytical approach and the ability to work in a dynamic environment
• An ability to be creative and think strategically when it comes to problem solving.
• Ability to develop strong internal and external partnerships and relationships; take a collaborative approach; and work effectively across different business and functional areas.
• Excellent data knowledge; investment and analytical skills together with the ability to prioritise projects and tasks.
• Sound technical understanding of systems, data collection and delivery.
• Knowledge of the investment and competitive landscape; and market trends impacting our clients.
• Prior experience supporting financial practices or financial software solutions is desirable.
• Bachelor’s degree or equivalent with a strong academic record.
• At least 1 year client service and support experience.
• Excellent command of spoken and written English, Cantonese and Putonghua

Morningstar is an equal opportunity employer.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.

Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $203 billion in assets under advisement and management as of June 30, 2018. The company has operations in 27 countries.