Team Lead, Customer Support

The Group: The Customer Support team promotes our “smart, fast, nice” principle of delivering service. It creates, maintains, and continually improves our internal service environment. The Morningstar Direct Support Team is committed to providing world-class support and service to our institutional clients. We help support, troubleshoot, and communicate with clients to make sure they’re able to make the most of our data and products.

The Role: As the Team Lead of the U.S. Direct Product Support team, you will help oversee a dynamic team of customer support representatives who provide support on Morningstar Direct, our institutional investment analysis platform. You will be tasked with hiring, training implementation, and coaching the individuals that serve as the face and voice of Morningstar while ensuring the highest quality of service is offered. Founded on teamwork, this team will enable you to learn and grow with your peers while interacting directly with other internal data, product and service teams as well as our customers.

Responsibilities:

• Manage day-to-day operations for the Morningstar Direct Product Support team.
• Develop and monitor policies and procedures, operating structure, information flow, etc.
• Work cross-functionally with development, Data, Research and other corporate teams to solve complex issues and communicate product enhancements and updates.
• Apply a professional, timely, and proactive approach to escalated client issues and calls.
• Ensure the implementation of on-going training programs for the team.
• Facilitate team member growth and achievement of individual and departmental goals through coaching and mentoring.
• Demonstrate and promote strong client advocacy.
• Collaborate with Global Product Support team managers (in the United States and internationally), Customer Success leaders, and Direct product management.
• Maintain a working knowledge of the features, benefits and functionality of Morningstar products, and serve as a resource to team members.
• Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary.

Requirements:

• Detail-oriented and self-starter with an enthusiasm to drive support process and knowledge sharing improvements.
• Proficiency in Morningstar Direct with at least 9-12 months of hands-on experience with the tool.
• At least 1-2 years prior customer service experience.
• A team player with strong knowledge of industry wide financial concepts.
• Excellent communication, organizational and time management skills, with an emphasis on critical thinking and strong attention to detail.
• Significant experience with Morningstar’s data/methodology, internal systems and product production processes.
• Experience with quality management methodologies including but not limited to LEAN Six Sigma is a plus.
• Bachelor’s Degree required; preferably in finance, economics or accounting.

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

Total Cash Compensation Range

$72,150.00 - 122,650.00 USD Annual

Inclusive of annual base salary and target incentive

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.

001_MstarInc Morningstar Inc. Legal Entity

About Us

How to Apply for a Job at Morningstar

Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information.

Please note:

• We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
• Please be sure to include the title and location of the open position you’re interested in when you leave a message.

US Applicants: Morningstar is an E-Verify program participant.

Learn more:

• This Organization Participates in E-Verify (English)
• This Organization Participates in E-Verify (Spanish)
• Right to Work (English)
• Right to Work (Spanish)
• EEO is the Law
• Pay Transparency Notice

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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