Morningstar Mock Interview
Master 31 Morningstar interview questions covering investment research, financial analysis, and data-driven insights.
Question 8 of 31
Our clients here at Morningstar expect top-tier service and products and we will expect you to do just that in this role. Have you ever went the extra mile for a client when it wasn't expected? Why did you do so?
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Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
Morningstar looks to set themselves apart from their competition by delivering top-notch service. If being interviewed for the Morningstar Development Program, you will be beginning your career at Morningstar as a customer service representative. Thus, a solid understanding of the gold standards of customer service is paramount. If your experience in customer service is limited, spend some time researching the most important qualities of customer service within the financial services industry.
No matter what example you use, explain why you felt it was important to take that action and what tangible outcomes it produced. Remember: show, don't tell. Use a specific example if you have one.
Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
"A couple of years ago when I was working customer service in retail, a customer was looking for what happened to be a discontinued item of clothing. It was intended for her sick mother. The easy route would have been simply looking it up, telling her it was discontinued, and having her be on her way. I took down the customer's contact information and let her know that I could contact our person who handled archived products. If we could track it down, I would be in touch. With a simple phone call, my colleague could track the item down from the supplier and have it coordinated to ship directly. We put the customer in direct contact with the supplier, and she was ecstatic. Looking back on that situation, her story spoke to me, and I felt that it was the right thing to do."
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