Customer Support Representative, Financial Software

The Role:

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

• Preferred three years of customer service, educational training, or sales experience in a professional corporate environment especially within the financial services industry.
• 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.
• Adhere to attendance and scheduling policies, within a help center that operates on all weekdays, 8:00 AM-6:00 PM (you will have a shift within this time).
• 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 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 company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disabilityinsurance

• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 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

Total Cash Compensation Range

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.