Senior Client Support Representative/Consultant

Posted 3 Days Ago
Chicago, IL
Hybrid
Junior
Enterprise Web • Fintech • Financial Services
The Role
The Customer Support Representative will assist clients globally by managing incoming queries, providing solutions, and documenting actions in the CRM. Responsibilities include delivering excellent customer service, investigating inquiries, and contributing to process improvements.
Summary Generated by Built In

The Role
The Customer Support Representative will work as part of our dynamic global support team supporting one of our product business lines. Covering one of three shifts that cover from 7am to 7pm, the Customer Support Representative will provide assistance and support to our clients globally.
Responsibilities

  • Provide support to all incoming client queries during your shift.
  • Deliver outstanding customer service by responding to and efficiently resolving client issues and requests.
  • Investigate thoroughly all incoming queries and escalate to your team leader/manager where necessary.
  • Document all actions in CRM (Service Cloud) and create escalations for other teams in Jira.
  • Provide regular follow-up to clients on all outstanding queries.
  • Assist with creating documentation and knowledge sharing.
  • Actively contribute to process improvement project work


Qualifications

  • Excellent written and oral communication, with excellent interpersonal skills.
  • Excellent client service skills with a proactive approach, and take 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 with high attention to detail, and excellent time management.
  • Good understanding of Customer Support or 1-2 years' experience in a similar field, working with larger quantities of data.
  • Bachelor's degree or similar qualification in a technical or financial discipline preferred.


Nice to have

  • Fluency in a second business language is desirable.
  • Background in Financial Technology


001_MstarInc Morningstar Inc. Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're 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, you'll have tools and resources to engage meaningfully with your global colleagues.

What the Team is Saying

Raaghavendar
Saurabh
Anna
Wendell
Jeff
Upasna
The Company
HQ: Chicago, IL
12,700 Employees
Hybrid Workplace
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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Morningstar Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQGlobal Headquarters
Santiago Province
LU
NSW
TH
Amsterdam, NL
Cape Town, ZA
Dubai, Dubai
Frankfurt am Main, DE
Frederiksberg, DK
London, GB
Madrid, ES
Mexico City, Mexico City
Milano, IT
Navi Mumbai, Maharashtra
New York, NY
Oakland, MD
Oslo, NO
Paris, FR
São Paulo, São Paulo
PitchBook US Headquarters
Stockholm, SE
Tokyo, JP
Toronto, ON
Toronto, Ontario
Zürich, CH
Learn more

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