Customer Support Representative, Financial Software

The Role :

Morningstar Direct is a financial software platform that provides our clients (financial advisors, banks, broker dealers, mutual fund companies and others) with independent, comprehensive, and timely data and research they can use to empower investor success. The Customer Support Representative will work as part of our dynamic global team supporting our Licensed Data business.

This role will interact extensively with new and existing clients to provide a thorough understanding of Morningstar’s core investment data and innovative software products. The Customer Support Representative works closely with their Internal Sales and Customer Success Manager counterparts on client retention, issue resolution, and continuous process improvement while always advocating for our clients.

This position is based in our Chicago office.

Responsibilities :

• Deliver excellent customer service by responding to all client inquiries in a professional manner.
• Demonstrate superior product, data, and process knowledge and use that knowledge to anticipate client needs.
• Interact with Morningstar’s data analysts, product developers, and customer success managers to address timely needs and / or investigate issues in a prompt manner and to ensure proper processing, follow through and resolution of client requests.
• Document all actions in CRM (Service Cloud).
• Assist with creating documentation and knowledge sharing.
• Actively contribute to process improvement project work.

Requirements

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 :

75% 401k match up to 7%

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

Trust-Based Time Off

Charitable Matching Gifts program

Total 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 collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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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