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Senior Client Support Representative

morningstar_logo.jpeg
Morningstar
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Job Description

The Role

The Customer Support Representative will work as part of our dynamic global support team supporting one of our product business lines. Covering one of three shifts that cover from 7am to 7pm, the Customer Support Representative will provide assistance and support to our clients globally.

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Job Responsibilities

Provide support to all incoming client queries during your shift.

Deliver outstanding customer service by responding to and efficiently resolving client issues and requests.

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Investigate thoroughly all incoming queries and escalate to your team leader/manager where necessary.

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Document all actions in CRM (Service Cloud) and create escalations for other teams in Jira.

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Provide regular follow-up to clients on all outstanding queries.

Assist with creating documentation and knowledge sharing.

Actively contribute to process improvement project work.

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Qualifications

Excellent written and oral communication, with excellent interpersonal skills.

Excellent client service skills with a proactive approach, and take ownership of issues as they arise.

Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills.

Strong problem solving and analytical skills with high attention to detail, and excellent time management.

Good understanding of Customer Support or 1-2 years’ experience in a similar field, working with larger quantities of data.

Bachelor’s degree or similar qualification in a technical or financial discipline preferred.

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Nice to have

Fluency in a second business language is desirable.

Background in Financial Technology

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Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

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  • Financial Health
    • 75% 401k match up to 7%
    • Stock Ownership Potential
    • Company provided life insurance - 1x salary + commission
  • Physical Health
    • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
    • Additional medical Wellness Incentives - up to $300-$600 annual
    • Company-provided long- and short-term disability insurance
  • Emotional Health
    • Trust-Based Time Off
    • 6-week Paid Sabbatical Program
    • 6-Week Paid Family Caregiving Leave
    • Competitive 8-24 Week Paid Parental Bonding Leave
    • Adoption Assistance
    • Leadership Coaching & Formal Mentorship Opportunities
    • Annual Education Stipend
    • Tuition Reimbursement
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups

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Base Salary Compensation Range

$54,093.00 - $91,977.00

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Total Cash Compensation Range

$58,150.00 - 98,875.00 USD Annual

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Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.

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Company Overview

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.

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JOB LOCATION
JOB TYPE
Customer Support
JOB INDUSTRY
COMPANY NAME
Morningstar
KEYWORDS
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