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Sr. Customer Support 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 Sr. Customer Support Representative at Morningstar today!

Job Highlights

  • Deliver excellent customer service by responding to all client requests professionally on the phone or over email
  • Demonstrate superior product, data, and process knowledge
  • Interact with other departments internally to address timely needs for all customer issues or questions
  • Must be comfortable troubleshooting client issues on the spot

Candidate Profile

  • Associate degree required
  • At least two years of customer service experience required
  • Previous financial industry and heavy volume service environment experience preferred
  • Ability to learn quickly — especially Morningstar's software to be able to communicate with and assist clients with technical issues
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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