About Morningstar
Morningstar is a leading provider of independent investment insights, data, and research. Our products and services help investors, financial professionals, and organizations better understand investments and make informed decisions.
The Role
As a Level II Client Support Specialist, you will support complex data and data product cases that are escalated from our Level I support teams. You will work closely with Client Service Support, Data Product Management, and Data Operations to ensure these issues are resolved.
Our analysts are responsible for researching identified issues, ensuring timely resolution, and communicating outcomes to the appropriate team members. Resolving these issues often requires coordinating resources and expertise across multiple data teams.
This is also a client-facing role, with occasional opportunities to meet with clients by phone or in person.
This position is based in our Chicago office and follows a hybrid schedule, with four days per week in the office.
Responsibilities
- Work with the Level II Manager to define the Level II workflow for the Data Division and contribute to ongoing efforts to streamline and improve this and related workflows.
- Use metadata and case information to identify trends across large volumes of data-related issues. Propose solutions to address recurring trends and help drive cross-team projects to implement approved solutions.
- Track, evaluate, and determine the appropriate resolution approach for complex data issues escalated from Level I teams, including Product Support, Client Service Consulting, and Relationship Management.
- Take ownership of issues in the data ticket queue, providing timely updates, follow-up, escalation, and coordination through resolution.
- Prioritize issues appropriately based on severity and impact.
- Partner with Client Service, Product, and Sales to ensure issue-management processes are followed.
- Develop an understanding of the roles, responsibilities, and expertise of internal stakeholders to help connect issues with the appropriate resources and expedite resolution.
- Collaborate across Data, Product, Client Service, and other teams to ensure complex issues are effectively investigated and resolved.
- Communicate directly with clients by phone or in person, as needed, to support the investigation and resolution of issues.
Requirements
- Bachelor’s degree required.
- 1–2 years of relevant professional experience in data support, product support, client service, technical support, data operations, or a related field.
- Excellent written and verbal communication skills.
- Strong problem-solving, organizational, and analytical skills.
- Ability to work independently and effectively manage competing priorities and deadlines.
- Strong computer skills and experience working with data, spreadsheets, databases, CRM or ticketing systems, or similar business applications.
- Ability to investigate issues, work through problems methodically, and identify trends or patterns within data or case information.
- Strong attention to detail and a demonstrated sense of ownership when managing issues through resolution.
- Ability to collaborate effectively across multiple teams and stakeholders.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$61,700.00-90,483.33Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal EntitySkills Required
- Bachelor's degree
- 1-2 years of relevant professional experience in data support, product support, client service, technical support, data operations, or a related field
- Excellent written and verbal communication skills
- Strong problem-solving, organizational, and analytical skills
- Ability to work independently and manage competing priorities and deadlines
- Strong computer skills and experience with data, spreadsheets, databases, CRM systems, ticketing systems, or similar business applications
- Ability to investigate issues methodically and identify trends or patterns in data or case information
- Strong attention to detail and demonstrated ownership of issues through resolution
- Ability to collaborate effectively across multiple teams and stakeholders
What the Team is Saying
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
