Senior Customer Support Representative
About the role:
Morningstar's Managed Portfolio Support Team seeks a Senior Client Service Representative to provide superior service to our financial advisor clientsThis role will interact extensively with new and existing clients to provide a thorough understanding of Morningstar's Turnkey Asset Management Platform (TAMP)The Senior Client Service Representative works closely with sales and customer success counterparts on client retention, issue resolution and continuous process improvement while always promoting strong client advocacyThis 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?Training development & implementation- Build up a solid onboarding & ongoing training program to enrich team's knowledge in order to support clients? Handle the hard stuff - Take ownership and tackle complex and challenging issues to resolve the client needs? Continuously learn - Gain a deep understanding of Morningstar's platform and provide applicable best practices? Think strategically - Demonstrate superior product, data and process knowledge? Be the Subject Matter Expert (SME) - Act as SME to help train team members on complex areas of finance? Act as a team player - Interact with Morningstar's operations, product developers, sales, and customer success managers to address timely needs and/or issues in a prompt manner 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 Windows, Outlook, Teams, and Salesforce/CRM? A minimum of 1 year of customer service or educational training within the financial services industry.
? Excellent time-management, prioritization, communication, and analytical skills.
? A bachelor's degree, SIE, and/or FINRA series 6/63 are required002_MstarAssocLLC Morningstar Investment Management LLC Legal EntityIf you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region)These investments will be reviewed to ensure they meet Code of Ethics requirementsIf any conflicts of interest are identified, then you will be required to liquidate those holdings immediatelyIn addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.
Semployee accounts)If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each weekWhile 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 weekA range of other benefits are also available to enhance flexibility as needs changeNo matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
This employer is a corporate member ofmyGwork - LGBTQ
professionals, the business community for LGBTQ
professionals,students, inclusive employers & anyone who believes in workplace equality.
Recommended Skills Analytical Asset Management Communication Confidentiality Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
Morningstar's Managed Portfolio Support Team seeks a Senior Client Service Representative to provide superior service to our financial advisor clientsThis role will interact extensively with new and existing clients to provide a thorough understanding of Morningstar's Turnkey Asset Management Platform (TAMP)The Senior Client Service Representative works closely with sales and customer success counterparts on client retention, issue resolution and continuous process improvement while always promoting strong client advocacyThis 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?Training development & implementation- Build up a solid onboarding & ongoing training program to enrich team's knowledge in order to support clients? Handle the hard stuff - Take ownership and tackle complex and challenging issues to resolve the client needs? Continuously learn - Gain a deep understanding of Morningstar's platform and provide applicable best practices? Think strategically - Demonstrate superior product, data and process knowledge? Be the Subject Matter Expert (SME) - Act as SME to help train team members on complex areas of finance? Act as a team player - Interact with Morningstar's operations, product developers, sales, and customer success managers to address timely needs and/or issues in a prompt manner 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 Windows, Outlook, Teams, and Salesforce/CRM? A minimum of 1 year of customer service or educational training within the financial services industry.
? Excellent time-management, prioritization, communication, and analytical skills.
? A bachelor's degree, SIE, and/or FINRA series 6/63 are required002_MstarAssocLLC Morningstar Investment Management LLC Legal EntityIf you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region)These investments will be reviewed to ensure they meet Code of Ethics requirementsIf any conflicts of interest are identified, then you will be required to liquidate those holdings immediatelyIn addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.
Semployee accounts)If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each weekWhile 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 weekA range of other benefits are also available to enhance flexibility as needs changeNo matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
This employer is a corporate member ofmyGwork - LGBTQ
professionals, the business community for LGBTQ
professionals,students, inclusive employers & anyone who believes in workplace equality.
Recommended Skills Analytical Asset Management Communication Confidentiality Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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