The Group: The Customer Support team promotes our smart, fast, nice principle of delivering service. It creates, maintains, and continually improves our internal service environment. The Licensed Data Support Team is committed to providing world-class support and service to our institutional clients. We help support, troubleshoot, and communicate with clients to make sure theyre able to make the most of our data and licensed products.
The Role: Morningstars Licensed Data Support Team seeks a Senior Client Service Representative to join its team to provide superior service to our institutional clients. This role will interact extensively with clients including new and existing clients to provide a thorough understanding of Morningstars core data and innovative products including Morningstar Licensed Data, Global Document Library, Morningstar Essentials, API Center, and more. The Senior Client Service Representative works closely with their customer success manager counterparts on client retention, issue resolution and continuous process improvement while always promoting strong client advocacy. This position is based in our Chicago office.
Be accountable - Deliver excellent customer service by responding to all client inquires in a professional manner
Handle the hard stuff Take ownership and tackle complex and challenging issues to resolve the client needs
Continuously learn Gain a deep understanding of Morningstars core data offerings and provide applicable best practices
Think strategically - Demonstrate superior product, data and process knowledge
Offer white glove service Provide the highest quality service to clients by answering inbound calls and emails, proactively reaching out to advisors regarding issue updates and being the main point of contact while maintaining an above and beyond service aptitude
Act as a team player - Interact with Morningstars data analysts, product developers, and customer success managers to address timely needs and/or issues in a prompt manner and to ensure proper processing, follow through and resolution of client requests
Contribute to the Morningstar culture as a Senior Client Service Representative answering client inquiries in a positive, fast paced and innovative setting while consistently maintaining professional call/email management etiquette
This role would be a good fit if you:
Can collaborate and work well with other teams
Are not afraid to point out potential improvements/improvement areas
Can effectively manage multiple tasks/priorities
Enjoy meeting deadlines
Have a trustworthy team player attitude
Can communicate effectively through the phone and email
Are energized and enthusiastic about building relationships
Possess a working knowledge of technology and be able to operate in an environment requiring immediate computer skills.
Adhere to attendance and scheduling policies.
A minimum of three years of customer service, educational training, or sales experience preferably within the financial services industry.
Excellent time-management, prioritization, communication, and analytical skills.
Previous experience in a heavy volume service environment (phone, email, internal communications) preferred.
A bachelors degree is required.
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When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.
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If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.
Applicants With Disabilities Who Need Accommodation
Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.
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