Client Support Representative
Client Support Representative
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Job Description
The Group:The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data independent research and technological expertise into well-designed products that delight our clients. The groups product management product development and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions.
The Role:This role is just the beginning of a rewarding career within the Client Service group. The experience in the role provides preparation for career progression into client services product management product development investment consulting sales or any other field you may decide to pursue at Morningstar. This is a great opportunity to build coveted skills that will give you exposure to Morningstars business along with the ability to interpret client needs and represent our capabilities in an expert manner. As a Client Support Representative you will provide world-class service to subscribers of our institutional software product Morningstar Direct responding to client queries in a fast-paced dynamic environment. Morningstar Client Support Representatives combine a thorough understanding of the product suite investment knowledge and a strong dedication to our clients to help maximize their returns on investments. You will become a product expert improve your financial knowledge and gain expertise from your fellow team members. This role is based in our Stockholm office.
Responsibilities:
Provide the highest-quality service to institutional clients through inbound call and feedback email activity.
Collaborate with Morningstars data operations development sales and product teams to resolve client issues in a timely manner and actively support institutional clients.
Proactively suggest product enhancements to the products team based on your daily interaction with clients.
Work closely with the institutional software training manager to conduct Morningstar Direct WebEx client training user forums and other projects as needed.
Become a product specialist in an assigned area of Morningstar Direct and provide expertise on Morningstar methodologies functionality and product features.
Provide quality assurance on all new features and changes prior to their release.
Contribute to product research service-improvement initiatives and other projects as needed.
Requirements:
Excellent communication and presentation skills including the ability to work with clients who have sophisticated institutional investment knowledge and business experience.
A team player with a hands-on attitude combined with curiosity for financial knowledge enthusiasm for the institutional space and a consultative problem-solving approach.
A quantitative aptitude a strong client focus and a willingness to develop a thorough understanding of the investment industry.
Previous experience preferably within client service or the financial services industry.
A bachelors degree or equivalent; economics mathematics finance or related majors are preferred.
Excellent French and English language skills required; additional European languages skills are desirable.
Morningstar is an equal opportunity employer.
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. Weve found that were at our best when were purposely together on a regular basis at least 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.
302MstarEurServSL Morningstar Europe Services S.L. Legal EntityRequired Experience:
Unclear Seniority
Employment Type
Full-Time
