Morningstar

About the Role

The Company

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, Asia, and Africa. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

In recruiting for our teams, we welcome the unique contributions that you can bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation and beliefs.

The Group

Morningstar Client Service Group is the ambassador of our talents and investments aiming to provide our customers with unique experiences while helping them reach their business success goals. The vision of the department is to deliver a seamless, joined up experience and provide our clients with help, expertise and guidance on a range of queries using the interactions to build strong relationships to develop trust in our business. We provide an important role in growing and evolving the business through active promotion of our products and services within these interactions. The way we operate is also key to creating a high level of engagement and job satisfaction from our employees helping to retain great talent within the organization.

Job Responsibilities

• Work with our Customer Support Representatives to provide best-in-class service to all incoming client queries related to Morningstar products and services.
• Supporting on specific projects within the team.

Qualifications

• Currently in your final year and completing your Bachelor.
• Proficient oral and written communication skills. Fluent in English and 1 other European language (German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian).
• Interest in the financial industry and passionate about learning.
• Solid communication skills with the ability to converse, support and guide our clients with a range of queries.

Previous experience in a customer focused role (either B2C or B2B) and knowledge of Microsoft Office are a plus.

Nice to have

• You will work in a Global team, together with both peers, product managers and other Morningstar employees all over the world.
• You will get to know the financial industry, our clients and their needs in a unique way.
• You will work and deep dive in all parts of Morningstar data.
• You will dig deep into Morningstar’s analysis and research.
• You will have the chance to develop your skills and understanding.
• We have an inclusive, entrepreneurial culture where difference is embraced
• Casual dress code is the norm, no formal suits for us
• We will provide you a comprehensive training program, introducing you to the financial services industry, Morningstar Direct Database, and us as a company.

Hybrid Work

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.

302_MstarEurServSL Morningstar Europe Services, S.L. 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.