Client Service & Implementation Analyst

This job is with Morningstar, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

The Role

To work in the Technical Implementation Team completing Implementation specific platform tasks required to mobilise new and existing clients - either Adviser firms or Model Managers. The Client Service and Implementation Analyst will work closely with the Implementation team members and other stakeholders such as Sales and Operations and be expected to provide a technical 'trouble shooting' service to internal and external parties.

Responsibilities

• Providing high-quality service to all clients (Advisers and Model Managers)
• Completion of technical platform tasks raised by internal and external parties
• Assist with asset setup process liaising with custodians to ensure timely set up of assets
• Oversight of work carried out by Implementation Consultants
• Providing input to the Product Technology team on platform enhancements
• Raising bug, defect and new feature requests where required
• Creating and maintaining user/process guides for all tasks
• Assisting firms with various additional features available within the platform
• Attending internal and external meetings when required
• Responding to business requests such as audits and risk assessments
• Investigate complaints/Incidents
  
  

Requirements

• Minimum 2-3 years in Professional Services, Support or Technical role, preferably in the Platform/Investment space
• Knowledge of financial products and/or financial planning
• Proven track record of developing and maintaining positive internal and external relationships
• Demonstrated ability to work to project deadlines
• Demonstrated follow-through on tasks and issue resolution
• Strong problem-solving, analytical, and technical skills, and the ability to excel in a fast-paced environment while delivering high-quality work
• Proficiency in MS Office, MS Excel
• Excellent oral and written communication skills
• Work as part of a team or individually
  
  

P14_PraemiumAdministrationLimitedDIFCBranch Morningstar Wealth Administration (DIFC Branch) Limited Legal Entity

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.