Customer Support Representative

The Role:

Morningstar Direct provides clients with independent, comprehensive, and timely data and research they can use to empower investor success. The Senior Customer Support Representative will work as part of our dynamic global team supporting the Licensed Data business.

Responsibilities:

• Deliver outstanding customer service by responding to and efficiently resolving client issues and requests.
• Investigate all incoming queries and escalate to technical teams where necessary.
• Document all actions in CRM (Service Cloud).
• Provide regular follow-up to clients on all outstanding queries.
• Assist with creating documentation and knowledge sharing.
• Actively contribute to process improvement project work.

Requirements

• 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.
• 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.