Customer Support Representative

About Morningstar

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

Customer Support Representatives

Customer Support Representatives (CSR´s) provide end‑user client support on‑demand via phone, email, chat or other “remote” tools. CSR´s are considered the first line of support for our products, and engage with end‑users across various customer segments, including individuals, advisers, and institutions. They are support generalists with a practical level of knowledge across a range of products and customer types and expertise spanning usage, investment, and basic technical issues. This position will be based in our Madrid office, reporting to the Customer Support Manager for EMEA.

Responsibilities

• Provide the highest-quality service to French 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/advisory clients.
• Proactively suggest product enhancements to the products team based on your daily interaction with clients.
• 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

• Fluency in English and French is mandatory.
• Knowledge of additional European languages a distinct advantage.
• Excellent written and oral communication, with excellent interpersonal skills.
• Strong problem solving and analytical skills with high attention to detail, and excellent time management.
• Proficiency with Windows-based applications.
• Fast learner, flexible and proven ability to work in a demanding environment with strong multi‑tasking skills.
• Sound client service skills with a proactive approach and to take ownership of issues as they arise.
• An interest in the investment industry and capital markets knowledge.
• Bachelor’s degree or equivalent required.

Base Salary Compensation Range

EUR 29.000,00-39.000,00 Bonus Target: 5% Annual. We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job‑related factors.

Hybrid Work Environment and Benefits

Morningstar's hybrid work environment gives you the opportunity to collaborate in‑person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in‑office 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.

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Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

Company Overview

Morningstar Development Program.

Equal Opportunity

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.