Role Overview
Provide world-class support and service to institutional data and software clients, and independent advisors. Develop a deep understanding of clients’ business objectives, drive retention, and partner with Sales to identify growth opportunities.
What You Will Do
Build and maintain trusted relationships with clients, develop strategic account plans, lead proactive client engagement, and demonstrate strong knowledge of products and industry trends.
Why It Might Be a Fit
The ideal candidate is a bilingual professional with strong investment expertise, technical proficiency, and business acumen, who can help clients maximize the value of our products, services, and emerging technologies.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or a related field
- 5+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or a client-facing role.
- Must be bilingual in English and French.
- Experience supporting financial services clients and technology solutions is highly desirable.
Benefits
- Hybrid work environment
- Range of other benefits to enhance flexibility
To apply for this job please visit morningstar.wd5.myworkdayjobs.com.
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