Team Lead

at Morningstar, Inc. in Chicago, Illinois, United States

Job Description

About the Role
Morningstar Publishing System is a custom reporting system. Institutions establish select funds, data, and reporting tools to efficiently and seamlessly create batch reporting outputs. Morningstar Publishing System combines the power of Morningstar's Data and Reporting with flexibility for firms to create something unique to their user base. The Team Lead will work as part of our dynamic global team to assist and support our Morningstar MPS/Profiles clients.

Job Responsibilities
Deliver outstanding customer service by responding to and efficiently resolving client issues and requests.
Investigate all incoming queries and escalate to technical teams where necessary.
Document all actions in CRM (Service Cloud).
Provide regular follow-up to clients on all outstanding queries.
Assist with creating documentation and knowledge sharing.
Actively contribute to process improvement project work.

Qualifications
Excellent written and oral communication, with excellent interpersonal skills.
Excellent client service skills with a proactive approach, and take ownership of issues as they arise.
Fast learner, self-starter, flexible, and proven ability to work in a demanding environment with strong multi-tasking skills.
Strong problem-solving and analytical skills with great attention to detail and excellent time management.
Good understanding of Customer Support or 1-2 years experience in a similar field, working with larger quantities of data.
Bachelor's degree

Nice to have
Fluency in a second business language is desirable.
Background in Financial Technology

001_MstarInc Morningstar Inc. Legal Entity

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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 and its subsidiaries are an equal opportunity/affirmative action employer.  All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity, parental status, or other legally protected characteristics or conduct.