Senior Client Service Representative at Morningstar

| Chicago
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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: Morningstar’s Investment Management seeks a Senior Client Service 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 Client Service 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.

Responsibilities:

  • 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 advisor’s 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 Morningstar’s 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


Requirements:

  • 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 bachelor’s degree is required.

 

 

002_MIMLLC Morningstar Investment Management LLC Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Employee Assistance Program
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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