Client Response Specialist

Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.

The Role:

As a Client Response Specialist in the Data Division, you will provide support for complex data cases that get escalated to your team. You will work closely with Client Service Support and Data Operations to ensure resolution of these issues. You will be required to research identified issues, ensure timely resolution, and communicate outcomes to all appropriate stakeholders. Timely resolution requires coordinating resources across various data teams.

The position is based in our Madrid office.

Responsibilities:

• Act as an expert regarding investment data points and calculations, answering questions and escalations from data team.
• Keep up to date on current and new financial regulations (Solvency II, MIFID II, etc.)
• Drive process improvement by applying LEAN Six Sigma tools and implementing process automation.
• Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
• Prioritize issues by severity and impact.
• Understand roles, responsibilities, and expertise of internal stakeholders to expedite issue resolution. Stakeholders include all Morningstar employees whose expertise may be relevant to the resolution of a particular data question.
• Collaborate strongly with the global data teams.

Requirements:

• Solid understanding of the financial industry and passionate in investment data.
• Excellent writing, communication, problem solving, organizational, and analytical skills.
• Strong organizational and time-management skills, capable of handling high volumes of cases and meeting strict deadlines
• Fluent in English (any other European language is a plus).
• A bachelor’s degree or equivalent.
• Excellent capabilities with Microsoft Excel.
• A deep customer service focus and strong attention to detail.

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.