The Group: The Morningstar Investment Management group consists of our investment advice, consulting, and retirement-solutions businesses. Through our investment advisory subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients.
The Role: Morningstars Investment Management seeks a Senior Customer Support Representative to join its team to provide superior service to advisors and their clients. This role will interact extensively with advisors including new and existing advisors to provide a thorough understanding of Morningstar Managed Portfolios custodial processes and supporting operational procedures. The Senior Customer Support Representative works closely with their sales counterparts on advisor retention, issue resolution and continuous process improvement within their assigned territories while always promoting strong client advocacy. This position is based in our Chicago office.
Be accountable - Deliver excellent customer service by responding to all advisor and client inquires in a professional manner
Handle the hard stuff Take ownership and tackle complex and challenging issues to resolve the client needs
Continuously learn Gain a deep understanding of advisors financial practices and provide applicable best practices
Think strategically - Demonstrate superior product, custodial and process knowledge, and consultative account management skills
Offer white glove service Provide the highest quality service to advisors and their clients by answering inbound calls, proactively reaching out to advisors regarding account updates and being the main point of contact while maintaining an above and beyond service aptitude
Act as a team player - Interact with Morningstars operations analysts, project and product managers to address timely needs and/or issues in a prompt manner and work with custodians 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 management etiquette
This role would be a good fit if you:
Can collaborate and work well with other teams
Are not afraid to point out potential improvements/improvement areas
Can effectively manage multiple tasks/priorities
Enjoy meeting deadlines
Have a trustworthy team player attitude
Can communicate effectively through the phone
Are energized and enthusiastic about building relationships
Possess a working knowledge of technology and be able to operate in an environment requiring immediate computer skills.
Adhere to attendance and scheduling policies.
A minimum of three years of customer service, educational training, or sales experience preferably within the financial services industry.
Excellent time-management, prioritization, communication, and analytical skills.
Previous experience in a heavy volume service environment (phone, email, internal communications) preferred.
Understanding of financial markets and the asset management industry preferred.
Broker Dealer or Custodial experience preferred.
A bachelors degree is required.
How to Apply for a Job at Morningstar
When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.
You will receive an email notification to confirm that we've received your application.
If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.
Applicants With Disabilities Who Need Accommodation
Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.
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