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Top Customer Success & Experience Jobs
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Provide global client support for Morningstar market data feeds and applications, troubleshoot and resolve inquiries, escalate to Level 2 as needed, document actions in Salesforce, follow up with clients, contribute to documentation and process-improvement projects, and support key clients alongside senior staff. Shift coverage and in-office presence required.
Top Skills:
ExcelSalesforce
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Adviser Support Executive provides service to international clients, resolving queries about the Wealth Platform, assisting with investments, and training advisers. Strong communication and problem-solving skills are essential for success.
Top Skills:
Excel
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Provide phone and email support for Morningstar products, troubleshoot client issues, maintain product expertise, manage escalations, follow up on requests, meet service levels, and collaborate with internal teams to ensure excellent client experience.
Top Skills:
InternetExcelNetworking
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Product Consultant will support clients in the ESG domain, manage client relations globally, address inquiries, and ensure client satisfaction.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Product Consultant will support clients in using Morningstar's research products, ensuring a best-in-class service experience and maintaining expert knowledge of services offered.
Top Skills:
Excel
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Provide exceptional client service by addressing queries related to Morningstar's research and analytical products. Collaborate with internal teams to ensure client satisfaction and operational efficiency.
Top Skills:
Excel
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Associate Team Leader manages day-to-day operations of the Level II Support team, mentors junior members, and enhances client service. Responsibilities include resolving escalated issues, monitoring service metrics, and collaborating with internal teams to improve support processes.
Top Skills:
Morningstar Platforms
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Analyst supports client services by providing data and research for Morningstar Indexes. Responsibilities include responding to client queries, managing index operations, and coordinating with teams.
Top Skills:
MS OfficeSQL
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
As a Product Consultant, manage customer interactions, resolve issues, and educate on software, while expanding product knowledge.
Top Skills:
Windows-Based Applications
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