Overview This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Morningstar is a leading general 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.
The Area
Morningstar Client Service Group is the ambassador of our talents and investments aiming to provide our customers with unique experiences while helping them reach their business success goals. The vision of the department is to deliver a seamless, joined-up experience and provide our clients with help, expertise, and guidance on a range of queries using the interactions to build strong relationships to develop trust in our business. We play an important role in growing and evolving the business through the active promotion of our products and services within these interactions. The way we operate is also key to creating a high level of engagement and job satisfaction from our employees helping to retain great talent within the organization.
Responsibilities
Work closely with our Morningstar Publishing System EMEA client base to ensure timely production, quality assurance, and the delivery of projects for new and existing clients.
Serve as a single point of contact for post-sales services and ongoing relationship support. Own, coordinate, and resolve data, functional, and technical issues that arise from all Morningstar products by acting as the primary issue owner for assigned clients. Collaborate with other internal resources until an issue is resolved and communicated to the relevant stakeholders.
Use your innovative approach to contribute to the business in ways that range from communicating client feedback to product managers, liaising with data and sales colleagues, and liaising with data contributors while contributing to changing and enhancing processes.
Proactively build effective client relationships, including the ability to anticipate and listen to our clients' needs and be responsive. Achieve this by working closely with clients, our sales & product teams to deepen our client relationships, act as the key product expert and come to a better understanding of how they use and manage our products & data; and identify opportunities this may present for Morningstar.
Scope out the work to formalize the client's business, functional, and technical requirements in a client-friendly document.
Maintain and build strong client relationships by creating feedback loops that identify key areas for improvement in our service offerings.
Maintain a thorough insight about our data, research and technology solutions and build channels in conjunction with our sales and product teams for communicating to clients and internal stakeholders to ensure an efficient process to guide clients in their interaction with Morningstar and our solutions.
Work with the development and QA teams to explain prototypes and specifications.
Coordinate and liaise with our sales and customer success teams to provide timely feedback on client queries and deep insights into the customer experience for those markets.
Qualifications
Bachelor's degree or equivalent preferably in Business Administration, Economics, Finance or related fields
Strong communication and presentation skills both written and oral.
Fluency in English and at least one additional European language (Danish, Swedish, Finnish, Norwegian, French, or German) is required.
Previous client-facing experience will be an advantage.
Strong client service ethic; and proven organizational and multitasking skills.
Organized with an analytical approach and the ability to work in a dynamic environment.
An ability to be creative and think strategically regarding problem-solving.
Ease in dealing with ambiguity; ability to create focus, coordination, and keeping internal & external stakeholders on track.
Ability to develop strong internal and external partnerships and relationships; take a collaborative approach; and work effectively across different business and functional areas.
Strong industry knowledge; investment and analytical skills and the ability to prioritize projects and tasks.
Sound technical understanding of systems, data collection, and delivery.
Experience with JIRA, Confluence, Salesforce
Familiarity with Agile and Project management is a nice to have
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
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.
Morningstar Europe Services, S.L. Legal Entity
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