Customer Support Representative- German Speaker

12 Minutes ago • All levels
Customer Service

Job Description

Customer Support Representatives (CSRs) provide first-line support to Morningstar's Institutional clients, engaging with end-users across various segments including individuals, advisers, and institutions. They possess practical knowledge across a range of products and customer types, addressing usage, investment, and basic technical issues. This role, based in Madrid, involves collaborating with internal teams, becoming a product specialist, and contributing to service improvements, reporting to the Customer Support Manager for EMEA.
Good To Have:
  • Knowledge of additional European languages.
Must Have:
  • Provide highest-quality service to DACH (Germany, Austria, Switzerland) institutional clients through inbound call and feedback email activity.
  • Collaborate with Morningstar’s data operations, development, sales, and product teams to resolve client issues in a timely manner.
  • Proactively suggest product enhancements to the products team based on daily interaction with clients.
  • Become a product specialist in all areas of Morningstar products and provide expertise on Morningstar methodologies, functionality, and product features.
  • Provide quality assurance on all new features and changes prior to their release.
  • Identify how Morningstar’s clients use our products.
  • Think about ways of constantly engaging our clients.
  • Research Morningstar’s competitive landscape.
  • Effectively document client feedback and activity.
  • Contribute to product research, service-improvement initiatives, and other projects as needed.
  • Bachelor’s degree or equivalent required.
Perks:
  • Hybrid work environment (opportunity to work remotely and collaborate in-person each week, at least three days each week in-person).
  • Range of other benefits available to enhance flexibility as needs change.
  • Tools and resources to engage meaningfully with global colleagues.

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The Role:

Customer Support Representatives (CSR´s) provide end-user client support to our Institutional clients. CSR´s are considered the first line of support for our products, and engage with end-users across various customer segments, including individuals, advisers, 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 Madrid office, reporting to the Customer Support Manager for EMEA.

Responsibilities:

  • Provide the highest-quality service to DACH (Germany, Austria, Switzerland) institutional clients through inbound call and feedback email activity.
  • Collaborate with Morningstar’s data operations, development, sales, and product teams to resolve client issues in a timely manner and actively support institutional/advisory clients.
  • Proactively suggest product enhancements to the products team based on your daily interaction with clients.
  • Become a product specialist in all areas of our products and provide expertise on Morningstar methodologies, functionality, and product features.
  • Provide quality assurance on all new features and changes prior to their release.
  • Identify how Morningstar’s clients use our products
  • Think about ways of constantly engaging our clients
  • Research Morningstar’s competitive landscape.
  • Effectively document client feedback and activity
  • Contribute to product research, service-improvement initiatives, and other projects as needed.

Requirements:

  • Fluency in English and German; knowledge of additional European languages a distinct advantage
  • Excellent written and oral communication, with excellent interpersonal skills.
  • Strong problem solving and analytical skills with high attention to detail, and excellent time management
  • Proficiency with Windows-based applications.
  • Fast learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills.
  • Sound client service skills with a proactive approach and to take ownership of issues as they arise.
  • An interest in the investment industry and capital markets knowledge.
  • Bachelor’s degree or equivalent required.

Ready to Shape the Future?

At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

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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