The Role Morningstars Advisor Workstation Team seeks a Senior Client Service Representative to join its team to provide superior service to our institutional clients.
This role will interact extensively with clients including new and existing clients to provide a thorough understanding of Morningstars core data and innovative product, Morningstar Advisor Workstation.
The Senior Client Service Representative works closely with their Sales and Customer Success Manager counterparts on client retention, issue resolution, and continuous process improvement 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 client inquires in a professional manner Act as training consultant Our clients appreciate the value of our data and software for their needs, so we take the time to understand those needs and address them head on Continuously learn Gain a deep understanding of Morningstars core data offerings and provide applicable best practices Think strategically Demonstrate superior product, data and process knowledge Offer white glove service Provide the highest quality service to clients by answering inbound calls and emails Act as a team player Interact with Morningstars data analysts, product developers, and customer success managers to address timely needs and / or issues in a prompt manner and 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 / email management etiquette This role would be a good fit if you Can collaborate and work well with other teams Enjoy speaking in front of groups Are not afraid to point out potential improvements Can effectively manage multiple tasks / priorities Appreciate meeting deadlines Have a trustworthy team player attitude Can communicate effectively through the phone and email 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 A bachelors degree is required 001 MstarInc Morningstar Inc. Legal Entity