Client Support Representative/Consultant

About the Role

The Morningstar Support Team seeks a 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. The Client Service Representative works closely with their Sales and 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.

Job Responsibilities

Be accountable Deliver excellent customer service by responding to all client inquires in a professional manner
Act as training consultant Our clients appreciate the value of our data and software for their needs so we take the time to understand those needs and address them head on
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
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

Qualifications

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 timemanagement prioritization communication and analytical skills
Previous experience in a heavy volume service environment (phone email internal communications) preferred
Ability to communicate on technical issues with clients

Nice to have

Customer Service Experience on phones email chat and portal.

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.