The Associate Team Leader manages day-to-day operations of the Level II Support team, mentors junior members, and enhances client service. Responsibilities include resolving escalated issues, monitoring service metrics, and collaborating with internal teams to improve support processes.
The Role:
Morningstar is seeking an Associate Team Leader to support our US Level II Data and Product Support team in Chicago. This role is ideal for a proactive and client-focused professional ready to take the next step in leadership. You'll help coordinate daily operations, mentor junior team members, and ensure high-quality service delivery across Morningstar's platforms.
The Responsibilities:• Support the team members in managing day-to-day operations of the Level II Support team in US.• Act as a point of contact for escalated client issues, ensuring timely and professional resolution.• Coach and mentor entry-level support specialists, fostering a culture of learning and performance.• Collaborate with internal teams (Customer Success, Product, Sales, Development) to streamline support processes and improve client outcomes.• Monitor service metrics and contribute to reporting on case resolution times and client satisfaction.• Assist in refining SOPs and implementing process improvements based on client feedback and team insights.• Participate in global support initiatives to ensure consistent service standards across regions.
The Qualifications:• 4+ years of client service experience, preferably in financial technology or data services.• Demonstrated ability to manage client relationships and resolve complex issues.• Strong communication skills, both written and verbal, with a client-first mindset.• Experience mentoring or guiding junior team members.• Comfortable working in a metric-driven environment with a focus on continuous improvement.• Bachelor's degree in Business, Finance, or a related field.• Familiarity with Morningstar platforms is a plus.
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:
Total Cash Compensation Range
$74,325.00 - 126,350.00 USD Annual
Inclusive of annual base salary and target incentive
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. 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
Morningstar is seeking an Associate Team Leader to support our US Level II Data and Product Support team in Chicago. This role is ideal for a proactive and client-focused professional ready to take the next step in leadership. You'll help coordinate daily operations, mentor junior team members, and ensure high-quality service delivery across Morningstar's platforms.
The Responsibilities:• Support the team members in managing day-to-day operations of the Level II Support team in US.• Act as a point of contact for escalated client issues, ensuring timely and professional resolution.• Coach and mentor entry-level support specialists, fostering a culture of learning and performance.• Collaborate with internal teams (Customer Success, Product, Sales, Development) to streamline support processes and improve client outcomes.• Monitor service metrics and contribute to reporting on case resolution times and client satisfaction.• Assist in refining SOPs and implementing process improvements based on client feedback and team insights.• Participate in global support initiatives to ensure consistent service standards across regions.
The Qualifications:• 4+ years of client service experience, preferably in financial technology or data services.• Demonstrated ability to manage client relationships and resolve complex issues.• Strong communication skills, both written and verbal, with a client-first mindset.• Experience mentoring or guiding junior team members.• Comfortable working in a metric-driven environment with a focus on continuous improvement.• Bachelor's degree in Business, Finance, or a related field.• Familiarity with Morningstar platforms is a plus.
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
- 100% 401k match up to 6% of salary
- 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 Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- 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
$74,325.00 - 126,350.00 USD Annual
Inclusive of annual base salary and target incentive
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. 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
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