NAMS Canada

Bilingual Customer Support Representative, Financial Planning

Morningstar, Inc.
Ontario - Remote, Canada
16 days ago


Client Support Representatives (CSRs) provide "smart, fast, and nice" end-user support on-demand via phone, email, chat or other "remote" tools. CSRs are considered the first line of support for our products, including Planit, SuitabilityPro, and FinaMetrica. They will engage with end-users across various customer segments, including individuals, advisors, and institutions. They are support specialists with a practical level of knowledge across our suite of Financial Planning products and expertise spanning usage, investment, and basic technical issues. This position will be based in our Toronto office.

Job Responsibilities

- Responding to client inquiries via telephone, email and chat in a complete, accurate, and timely manner in accordance with service level standards (SLAs).
-Troubleshooting client issues and resolving or escalating appropriately.
- Managing occasionally unhappy client interactions and de-escalating emotionally charged situations when necessary.
- Balancing service-delivery efficiency with quality of care.
- Continuous process improvement, looking for smarter and better ways to serve clients.
- Ongoing education and skill-building (self-administered as well as centrally administered) with respect to service process, investing, product, and customer context.
- Ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of customer service.
- Providing feedback to sales and product teams regarding potential business opportunities and product innovations, based on insights gained through service interactions with clients and analysis of support data/logs.
- Participating in the onboarding/training of new CSRs and other new hires who can benefit from product and client understanding.
- Working to resolve issues both independently, and as part of a larger team.


- Excellent written and oral communication, with excellent interpersonal skills.
- Strong problem solving and analytical skills with high attention to detail, and excellent time management.
- Proficiency with Windows-based applications, including the Microsoft Office suite.
- Fast learner, flexible and proven ability to work in a demanding environment with strong multi-tasking skills.
- Sound client service skills with a proactive approach, and take ownership of issues as they arise.
- An understanding of financial terms and an interest in the investment industry.
- Bachelor's degree is preferred.
- Bilingual in English and French.

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity

Job Information

  • Job ID: 64728066
  • Location:
    Ontario - Remote, Canada
  • Position Title: Bilingual Customer Support Representative, Financial Planning
  • Company Name For Job: Morningstar, Inc.
  • Job Function: Other
  • Job Type: Full-Time

Please refer to the company's website or job descriptions to learn more about them.

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