Morningstar

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 Solutions group to help provide clients with relevant products and bundled solutions. 

The Role: This role is just the beginning of a rewarding career within the Client Service group. The experience in the role provides preparation for career progression into client services, product management, product development, investment consulting, sales, or any other field you may decide to pursue at Morningstar. This is a great opportunity to build coveted skills that will give you exposure to Morningstar’s business, along with the ability to interpret client needs and represent our capabilities in an expert manner. As a Client Support Representative, you will provide world-class service to subscribers of our institutional software products responding to client queries in a fast-paced, dynamic environment. Morningstar Client Support Representatives combine a thorough understanding of the product suite, investment knowledge, and a strong dedication to our clients. You will become a product expert, improve your financial knowledge, and gain expertise from your fellow team members. This role is based in our Madrid office. 

Responsibilities: 

• Provide the highest-quality service to institutional clients through inbound call and feedback email activity. 
• Collaborate with Morningstar’s data operations, development, sales, and product teams to resolve client issues in a timely manner and actively support institutional clients. 
• Proactively suggest product enhancements to the products team based on your daily interaction with clients. 
• Work closely with the institutional software training manager to conduct WebEx client training, user forums, and other projects as needed. 
• Become a product specialist in all areas of our products and provide expertise on Morningstar methodologies, functionality, and product features. 
• Provide quality assurance on all new features and changes prior to their release. 
• Identify how Morningstar’s clients use our products 
• Think about ways of constantly engaging our clients 
• Research Morningstar’s competitive landscape. 
• Effectively document client feedback and activity 
• Contribute to product research, service-improvement initiatives, and other projects as needed. 

Requirements: 

• Excellent communication and presentation skills, including the ability to work with clients who have sophisticated institutional investment knowledge and business experience. 
• A team player with a hands-on attitude combined with curiosity for financial knowledge, enthusiasm for the institutional space, and a consultative, problem-solving approach. 
• Excellent negotiation and influencing skills 
• A quantitative aptitude, a strong client focus, and a willingness to develop a thorough understanding of the investment industry. 
• Ideally have previous experience, preferably within client service or the financial services industry. 
• A bachelor’s degree or equivalent; economics, mathematics, finance, or related majors a bonus 
• Excellent English and French language skills required; multilingual proficiency would be a distinct advantage. 

Morningstar is an equal opportunity employer. 

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.