We are looking for a client representative to join our client support team to support accounts in North America and Europe.
You will support clients from the onboarding to daily technical inquiries and other account management-related tasks, including account permissions and deliverable set up.
You will :
gain exposure to an international team, working closely with both the Client Service Team Lead and Manager in Europe and North America, respectively;
become, together with your team, the primary and reliable point of contact for technical support;
escalate to the account owner where appropriate; and
support the team to maintain and improve client retention and client satisfaction.
This position will allow you to obtain a broad understanding of how responsible investment strategies can be implemented by investors, be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and have the opportunity to quickly assume new responsibilities.
We are looking for a dynamic team player who is process-focused and has strong customer service skills.
Support the management of client relations in North America and Europe, involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions;
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
Support clients in accessing and understanding Sustainalytics’ suite of research products and ESG data for the purpose of incorporation into their investment processes.
1-3 years of relevant work experience, especially related to customer service;
Undergraduate degree in a related discipline (business, finance, environment, and / or social sciences);
Strong customer service skills and process-focused;
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;
Fluent in English (writing and speaking) is a hard requirement;
Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint; and
Alignment with Sustainalytics’ mission, vision, and values.
Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings.
With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.
As Morningstar’s ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.
In these times, we rely on virtual team meetings and management practices, as well as a remote buddy program, to support a smooth integration in our virtual offices.
New team members are onboarded and start their first day with the company from the safety of their homes.
For more information, visit www.sustainalytics.com