Senior Customer Support Representative
Morningstar Direct provides clients with independent, comprehensive, and timely data and research they can use to empower investor success. The Senior Customer Support Representative will work as part of our dynamic global team supporting the Licensed Data business.
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.
Requirements
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, 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.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 :
Financial Health75% 401k match up to 7%
Stock Ownership PotentialCompany provided life insurance - 1x salary + commissionPhysical HealthComprehensive 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 annualCompany-provided long- and short-term disability insuranceEmotional HealthTrust-Based Time Off
6-week Paid Sabbatical Program6-Week Paid Family Caregiving LeaveCompetitive 8-24 Week Paid Parental Bonding LeaveAdoption AssistanceLeadership Coaching & Formal Mentorship OpportunitiesAnnual Education StipendTuition ReimbursementSocial HealthCharitable Matching Gifts program
Dollars for Doers volunteer programPaid volunteering days15+ Employee Resource & Affinity GroupsTotal Cash Compensation Range $58,150.00 - 98,875.00 USD Annual Inclusive of annual base salary and target incentive
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.