About Morningstar Morningstar is a leading global 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.

Morningstar is a leading global 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.

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. 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.

Provide quality assurance on all new features and changes prior to their release. Contribute to product research, service-improvement initiatives, and other projects as needed. Fluency in English and French; Excellent written and oral communication, with excellent interpersonal skills.

Proficiency with Windows-based applications. Fast learner, versátil 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.

Bachelor's degree or equivalent required. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week.

No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

📌 Customer Service Agent - Remote/Hybrid/Office Based (Madrid)
🏢 Morningstar
📍 Madrid