About Morningstar:
Morningstar is a leading integral provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role:
Customer Support Representatives (CSR´s) provide end-user client support on-demand via phone, email, chat or other “remote” tools”. 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 French 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-imp

📌 Customer Support Representative (Madrid)
🏢 Morningstar
📍 Madrid