Senior Client Support Representative

About the role:

Morningstar Direct is an investment analysis platform that elevates the way investors access global data, research, and new insights. Morningstar Direct is a platform ideal for developing, selecting, and monitoring investments, including Open End Funds, Separate Accounts, Exchange-Traded Funds, Stocks, Variable Annuity Products, Stocks, and much more. The Customer Support Representative will work as part of our dynamic global team to provide assistance and support to our Morningstar Direct clients.

Job responsibilities:

• Deliver outstanding customer service by responding to and efficiently resolving client issues and requests.
• Investigate all incoming queries and escalate to technical teams where necessary.
• Document all actions in CRM (Service Cloud).
• Provide regular follow-up to clients on all outstanding queries.
• Assist with creating documentation and knowledge sharing.
• Actively contribute to process improvement project work.

Qualifications:

• Excellent written and oral communication, with excellent interpersonal skills.
• Excellent client service skills with a proactive approach and 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 financial data or experience in a similar field, working with larger quantities of data.
• Bachelor’s degree or similar qualification in a technical or financial discipline.
• Fluency in a second business language is desirable.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.