MDP Track: Direct Platform (Campus)

Reposted 2 Days Ago
Chicago, IL
Hybrid
65K-65K
Entry level
Enterprise Web • Fintech • Financial Services
Empowering Investor Success
The Role
Participants in the Customer Support track will engage with clients, resolve queries, and develop expertise in Morningstar's products while enhancing their analytical skills and customer service capabilities.
Summary Generated by Built In
The Program: At Morningstar, we seek individuals who are smart, creative, hard-working, curious, and passionate about their work. We built the Morningstar Development Program to prepare recent college graduates for successful, long-term careers at Morningstar. Throughout this two-year program, you will be placed in a cohort where you'll receive ongoing career development, networking, mentoring, training opportunities, apprenticeship program opportunities, and exposure to different areas of the business to help you succeed.
About the role: Within our Direct Platform track, you will start as a Customer Support Representative on Morningstar's flagship product: Direct Platform. This is ideal for candidates who are open and interested in exploring various client-facing roles and developing a depth of product knowledge and expertise. Program participants can expect to move to roles related to our Sales and Customer Success groups.
Job Responsibilities:
  • Build deep expertise in Morningstar's data, products, and research

  • Directly interact with Morningstar's clients, including advisors, and individual and institutional investors

  • Contribute to ongoing training sessions and stretch projects while developing a strong foundation of knowledge to build on and use in your Morningstar career

  • Develop both analytical and communication skills by navigating Morningstar products and providing the best customer experience to our clients

  • Ability to adapt well to different situations and thrive in a challenging, fast-paced environment

  • Excellent communication and leadership skills

  • Creativity and good analytical ability

Location: Chicago
Start Date: July 6th 2026
What We Look For:
  • Between 0-2 years of professional work experience.
  • A Bachelor's degree completed no later than May 2026. All majors welcome.

  • Provide support to all incoming client queries during your shift.

  • Deliver outstanding customer service by responding to and efficiently resolving client issues and requests.

  • Investigate thoroughly all incoming queries and escalate to your team leader/manager where necessary.

  • Document all actions in CRM (Service Cloud) and create escalations for other teams in Jira.

  • Provide regular follow-up to clients on all outstanding queries.

  • Assist with creating documentation and knowledge sharing.

  • Actively contribute to process improvement project work

  • Must possess unrestricted right to work in the U.S. in this position

A resume is required to apply. **Please be sure to include the word "Resume" in the file name of the resume you upload
Total Cash Compensation Target
64,500 USD
Inclusive of annual base salary and target incentive
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
    • 75% 401k match up to 7%
    • 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 Bonding Leave
    • Adoption Assistance
    • Leadership Coaching & Formal Mentorship Opportunities
    • Annual Education Stipend
    • Tuition Reimbursement
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups

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.

Top Skills

JIRA
Service Cloud

What the Team is Saying

Raaghavendar
Saurabh
Anna
Wendell
Jeff
Upasna
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
12,700 Employees
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Morningstar Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQGlobal Headquarters
Santiago Province
LU
NSW
Amsterdam, NL
Bangkok, TH
Cape Town, ZA
Dubai, Dubai
Frankfurt am Main, DE
Frederiksberg, DK
London, GB
Madrid, ES
Mexico City, Mexico City
Milano, IT
Navi Mumbai, Maharashtra
New York, NY
Oakland, MD
Oslo, NO
Paris, FR
São Paulo, São Paulo
PitchBook US Headquarters
Stockholm, SE
Tokyo, JP
Toronto, ON
Toronto, Ontario
Zürich, CH
Learn more

Similar Jobs

Morningstar Logo Morningstar

Senior Site Reliability Engineer

Enterprise Web • Fintech • Financial Services
Hybrid
Chicago, IL, USA
111K-188K Annually

Morningstar Logo Morningstar

VP, Internal Sales and Support

Enterprise Web • Fintech • Financial Services
Hybrid
Chicago, IL, USA
200K-350K Annually

Morningstar Logo Morningstar

Senior Mobile Device Management Engineer

Enterprise Web • Fintech • Financial Services
Hybrid
Chicago, IL, USA
111K-188K Annually

Morningstar Logo Morningstar

Accounting Associate

Enterprise Web • Fintech • Financial Services
Hybrid
Chicago, IL, USA
72K-123K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account