The Group: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group's product management, product development, and service teams collaborate with our Client Service group to help provide clients with relevant products and bundled solutions.
The Role: Customer Support Representatives (CSRs) provide "smart, fast, and nice" end-user support on-demand via phone, email, chat or other "remote" tools. CSRs are considered the first line of support for our products, and engage with end-users across various customer segments, including individuals, advisers, and institutions. They are support generalists with a practical level of knowledge across a range of products and customer types and expertise spanning usage, investment, and basic technical issues. This position will be based in our London office, reporting to the Customer Support Manager for EMEA.
Responsibilities: Responding to client (end-user) questions/inquiries via telephone, email, and (in the future) chat in a complete, accurate, and timely manner in accordance with service level standards (SLAs). Predominantly for handling Direct calls Office UK calls/emails. Troubleshooting client issues and resolving or escalating appropriately to subject matter experts within internal groups of Morningstar. Managing challenging interactions and de-escalating emotionally charged situations when necessary. Be a key point of escalation in London for Sales and Service teams for our clients of Direct and Office. Balancing service-delivery efficiency with quality of care. Continuous process improvement, looking for smarter and better ways to serve clients including engaging with internal stakeholders to enhance the email support hub in Mumbai. Elevated stakeholder in the support structure with the knowledge and ability to provide world-class service to clients. Ongoing education and skill-building (self-administered as well as centrally administered) with respect to service process, investing, product, and customer context. Ongoing education and skill building for inter-regional teams on the industry and client segment. Ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of customer service. Providing feedback to sales and product teams regarding potential business opportunities and product innovations, based on insights gained through service interactions with clients and analysis of support data/logs via support leadership in Mumbai and London. Requirements: Excellent French written and oral communication, with excellent interpersonal skills. Fluency in a secondary European language preferable. Strong problem-solving and analytical skills with high attention to detail, and excellent time management. Proficiency with Windows-based applications. Fast learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Sound client service skills with a proactive approach and to take ownership of issues as they arise. An interest in the investment industry and capital markets knowledge. Desire to progress career in Morningstar's leadership functions. Bachelor's degree or equivalent required. Morningstar is an equal opportunity employer.
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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