Morningstar Internship Program - Customer Success Intern (Campus)

The Program: We created the Morningstar Summer Internship Program for college students entering their final year as a first step towards successful, long-term careers in any professional field. Participants will contribute to different aspects of Morningstar's business through ten-week- individual and group projects, learning about the financial services and securities industries, and gaining critical business development skills. Our interns receive hands-on mentoring from their colleagues and the People & Culture team to help them succeed at Morningstar.
About the role: As a customer Success Intern, you'll be part of a cohort of interns across the company, participating in training, mentorship, and networking opportunities while contributing meaningfully to our client onboarding and success initiatives. We welcome students from all majors who are curious, detail-oriented, and passionate about helping others succeed. This internship is ideal for those interested in client services, financial technology, and relationship management.
Job Responsibilities:

• Shadow onboarding specialists to observe client training sessions and learn best practices.

• Help organize and track onboarding milestones using internal tools and templates.

• Learn the basics of Morningstar Direct and related products

• Participate in team meetings and contribute ideas to improve onboarding workflows.

• Help gather client feedback and summarize insights for the Customer Success team.

Location: Chicago
Start Date: June 1st 2026
What We Look For:

• Between 0-2 years of work experience.
• Currently pursuing a bachelor's degree (graduating in 2026 or later).

• Strong communication and organizational skills.

• Interest in client services, financial technology, or investment tools.

• Detail-oriented, proactive, and eager to learn.

• Comfortable working independently and in team settings.

• Demonstrated leadership or involvement in campus organizations or previous internship experience is a plus.

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

• A Bachelor's degree completed no later than May 2026. All majors welcome.

• A deep customer focus, strong attention to detail, and ability to excel in a fast-paced environment.

• Proactive, strategic, and creative thinker with a collaborative approach to problem-solving and project management.

• Ability to work independently and manage multiple priorities.

• Excellent communication skills, and the ability to present to clients with sophisticated investment knowledge and business experience.

• Prior experience supporting financial practices, licensed data content, or financial software solutions is desirable.
• Must possess unrestricted right to work in the U.S. in this position

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.