Associate Team Leader, Support Level II

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:

• 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.

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