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    Senior Client Support Representative - Chicago, United States - Morningstar

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    Description
    About the Role

    The Senior Client Support Representative (CSR) will work as part of our dynamic global support team to provide "smart, fast, and nice" end-user support on-demand via phone, email, or chat tools. CSRs are considered the first line of support for our products, and engage with end-users across various customer segments, including individuals, advisors, and institutions. They are support generalists with a practical level of knowledge across a range of products and customer types and expertise spanning usage, investment, and basic technical issues. This position will be based in our Chicago office.

    Job Responsibilities
    • Responding to client (end-user) questions/inquiries via telephone, email, and chat in a complete, accurate, and timely manner in accordance with service level standards (SLAs).
    • Troubleshooting and investigating client issues and resolving or escalating appropriately.
    • Managing occasionally unhappy client interactions and de-escalating emotionally charged situations when necessary.
    • Document all actions in CRM (Service Cloud).
    • Balancing service-delivery efficiency with quality of care.
    • Continuous process improvement, looking for smarter and better ways to serve clients.
    • Ongoing education and skill-building (self-administered as well as centrally administered) with respect to service process, investing, product, and customer context.
    • Ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of customer service.
    • Providing feedback to sales and product teams regarding potential business opportunities and product innovations, based on insights gained through service interactions with clients and analysis of support data/logs.
    • Participating in the onboarding/training of new CSRs and other new hires who can benefit from product and client understanding.
    Requirements:
    • Excellent written and oral communication, with excellent interpersonal skills.
    • Strong problem solving and analytical skills with high attention to detail, and excellent time management.
    • Sound client service skills with a proactive approach, and take ownership of issues as they arise.
    • Proficiency with Windows-based applications, especially Microsoft Excel.
    • Fast learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills.
    • Good understanding of financial data or experience in similar field, working with larger quantities of data.
    • Bachelor's degree
    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.


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