The Team: Morningstar`s Software division manages all of our software products and services for institutions, advisors, and individuals. Products include Morningstar Direct, a global research platform for institutions; Morningstar Advisor Workstation, a research and investment planning software platform for financial advisors; and Morningstar.com, an investment website with research, data, and tools for individual investors. We also provide custom tools for investment professionals looking for a more tailored solution.
The Role: This role is part of our Institutional Software`s Business Development Program (BDP) which is a gateway into a rewarding career within the Institutional Software business unit and is a great opportunity for you to build a well-rounded skill set as you progress in your career growth here at Morningstar. Having exposure to the commercial aspects of Morningstar`s business, along with the ability to interpret customers needs and represent our capabilities in an expert manner, are coveted skills for nearly every position across our organization. In this respect, the BDP is preparation for your future role in product management, product development, investment consulting, sales, or any other field you may decide to pursue at Morningstar.
The Product Support Specialist role acts as your training ground within the product consultant teams. During this time, the focus is on becoming a product expert, improving financial knowledge and gaining expertise from your fellow team members. You will respond to client queries on the phone or e-mail in a fast-paced, dynamic environment. Morningstar Product Support Specialists combine a thorough understanding of the product suite, investment knowledge, and a strong dedication to our customers to help maximize their returns on investments. They thrive on quantitative challenges to provide world-class service to subscribers of our institutional software products. This in-depth, constant client interaction will act as a springboard for the transition to a Client Solutions Consultant (CSC) position. Your team leader will commit to your career growth and a CSC mentor will provide practical opportunities to make sure you`re ready to take the next step into the CSC role. Once you`re invited to take on one of the CSC positions available, you will manage a group of clients, acting as their first point of contact for all questions relating to Morningstar products.
The first post of the program is based in our London office, after which, CSC opportunities will be available in a host of European and international based locations.
+ Provide the highest quality service to institutional clients through inbound call and feedback e-mail activity.
+ Collaborate with Morningstar`s data operations, development, sales, and product teams to resolve client issues in a timely manner and actively support the institutional client base.
+ Proactively suggest product enhancement ideas to the product team based on your daily interaction with clients.
+ Work closely with the institutional software training manager to conduct Morningstar Direct and Morningstar EnCorr web-ex client trainings, user forums and other projects as needed.
+ Become a product specialist in an assigned area of Morningstar Direct and Morningstar EnCorr and provide expertise on Morningstar methodology, functionality and product features.
+ Provide quality assurance on all new features and changes prior to release.
+ Contribute to product research, service improvement initiatives, and other projects as needed.
+ Excellent communication and presentation skills, including the ability to work with clients who have sophisticated institutional investment knowledge and business experience.
+ A team player with a hands-on attitude combined with curiosity for financial knowledge, enthusiasm for the institutional space, and a consultative, problem-solving approach.
+ A quantitative aptitude, a strong client focus, and a willingness to develop a thorough understanding of the investment industry.
+ One to two years of work experience, preferably within a client service or financial services industry.
+ A bachelor`s degree or equivalent; economics, mathematics, finance or related majors are preferred.
+ Excellent English skills; additional European languages skills are desirable.
Morningstar is an equal opportunity employer.