Senior Indexes Client Experience Analyst

The Group: Morningstar Indexes delivers innovative indexing solutions empowering investors to measure and benchmark global markets and asset classes. With a focus on equity bond and asset allocation indexes our products support clients at every stage of their investment journeymarket monitoring benchmarking asset allocation and portfolio construction. We are committed to providing exceptional service and reliable solutions to our global clients.

The Role: Morningstar Indexes is seeking a highly skilled and clientfocused professional to join its Global Index Operations team as a Senior Indexes Client Experience Analyst. This role is dedicated to delivering an exceptional client experience by leveraging expertise to address client needs and fostering strong relationships through efficient problemsolving and proactive support.

The position involves providing advanced service support to internal and external clients by delivering data research and analytics for Morningstars extensive suite of indexes. As a client advocate you will ensure prompt and accurate responses to inquiries offer actionable insights and lead initiatives to enhance client satisfaction. Additionally the role encompasses operational oversight process improvement and close collaboration with global teams to ensure seamless service delivery.

Candidates should be open to a shift rotation schedule and may need to work outside regular office hours to meet client and operational demands. The position is based in either our Chicago Seattle or Toronto office.

Key Responsibilities:

• Act as the primary point of contact for key clients addressing inquiries with a servicefirst mindset and ensuring prompt resolution of issues.
• Deliver tailored solutions to clients by providing advanced data analysis research and actionable insights on Morningstar Indexes.
• Collaborate closely with the key stakeholders within the Morningstar Indexes organization to develop clientspecific presentations and marketing collateral that address unique needs and objectives.
• Oversee the daily publishing and delivery of indexrelated files ensuring accuracy timeliness and alignment with client expectations.
• Coordinate with vendors and global teams to resolve operational bottlenecks and maintain uninterrupted service delivery.
• Partner with clients to gather feedback identify areas for improvement and implement changes that enhance the overall client experience.
• Lead serviceoriented projects ensuring alignment with client needs and strategic goals.
• Mentor junior team members fostering a culture of excellence and continuous learning within the Client Services team.
• Promote and implement innovative processes such as automation to streamline workflows and improve service delivery efficiency.
• Manage website maintenance and client notifications to ensure timely updates and accurate information dissemination.

Qualifications:

• A bachelors or masters degree in Engineering Finance Management Economics or a related field with strong client service acumen.
• 46 years of experience in a clientfacing role preferably within the financial services or indexes industry.
• Progress toward or completion of the CFA designation is highly desirable.
• Advanced proficiency in MS Office; familiarity with SQL and data visualization tools (e.g. Tableau Power BI) is advantageous.
• Exceptional interpersonal and communication skills with a proven ability to build and maintain strong client relationships.
• Demonstrated ability to lead service improvement initiatives and deliver results under tight deadlines.
• A passion for delivering excellence in client service and a commitment to Morningstars mission of empowering investor success.

Compensation and Benefits

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

• 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 companyprovided HSA contributions (up to $500$2000 annually) for specific plansand coverages
  • Additional medical Wellness Incentives up to $300$600 annual
  • Companyprovided long and shortterm disabilityinsurance

• Emotional Health
  • TrustBased Time Off
  • 6week Paid Sabbatical Program
  • 6Week Paid Family Caregiving Leave
  • Competitive 824 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal MentorshipOpportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15 Employee Resource & Affinity Groups

Base Salary Compensation Range

Total Cash Compensation Range

Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. While some positions are available as fully remote weve found that were at our best when were 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 youll have tools and resources to engage meaningfully with your global colleagues.