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Senior Client Support Representative

Morningstar
United Statesfull_timeVerifiedPosted 5 Dec 2024

About the role

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.

Job 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.

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Company

Morningstar

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