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Senior Client Service Representative

Sales & Customer Service, Banking & Finance

Apply now

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Morningstar is a data-driven, global investment research firm headquartered in Chicago. They have a strong culture of inclusion and professional development. If you have experience working in financial services and/or customer service and are open to a hybrid work environment, apply to be a Client Service Representative at Morningstar today!

Job Highlights

  • Call center role that will support new and existing clients to provide a thorough understanding of Morningstar's core data and products
  • Works closely with manager counterparts on client retention, issue resolution, and continuous process improvement while always promoting strong client advocacy
  • Hybrid work environment

Candidate Profile

  • Associate degree required
  • 3-5 years of professional work experience required, customer service experience required, financial services experience preferred
  • Possess a working knowledge of technology and be able to operate in an environment requiring immediate computer skills
  • Ability to communicate technical troubleshooting over the phone, email, and chat
I am so happy for this opportunity. I was a little intimidated by the financial aspect of the company, but ultimately intrigued by the challenge. Everyone is so welcoming. Given the times, I was extremely blessed to have a job that wasn’t putting my life at risk. It made me really appreciative of everything I’ve been through. 

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