Implementation Consultant
Morningstar India · gurugram, IN
OtherSalescrmclient-engagementsaasproject-managementdata-analysiscommunicationproblem-solving
As an Onboarding and Implementation Consultant, you will ensure a smooth onboarding experience for new clients using Morningstar technology. Your role involves guiding clients through system configuration and best practices while fostering strong relationships. Familiarity with the wealth and financial advice industry is preferred.