Job Detail
- AUTO-TRANSLATED TO RUSSIAN: Yes
Job Description
Company/Name: Morningstar.
Location: London.
Job Type: Full Time.
Specialism: Management.
Summary:
To work with new clients to capture their operational requirements, implement our service within their firm and then embed its use to the point it can be described as business as usual.
Requirements of the role: IT literate, diligent individual with strong attention to detail and good communication skills. A team player who is willing to work with all parties in order to achieve excellence in implementation roll-outs. Passionate about client service and a good ambassador for Praemium.
Key Responsibilities And Accountabilities
Setting up new branded platform services for firms
Training adviser firms and model managers
Managing the transition of new clients from Implementation to Adviser Support
Project Managing client back book onto the platform
Updating and tracking implementations using internal Corporate CRM system
Arrange & attend meetings with firms and model managers
Providing demonstrations both remotely and in person
Attending regular internal sales meetings to share feedback
Obtaining feedback from firms on features
Providing input to the product team on requirements
Working with the development team to bring new functionality into the software
Requirements
Clear understanding of the operational requirements of an adviser firm business
Good knowledge of tax wrappers
Ability to build effective relationships
Good communication skills, oral and written
IT literate, understand technical aspects of role
Attention to detail
Team player
Ability to work independently
Ability to travel
General
In accordance with local laws and good corporate governance:
Keeping records of correspondence with clients
Be aware of our Financial Crime policies and procedures and our Complaints handling processes
Key Relationship and Interaction:
External
Adviser Firms
Model Managers
Product Providers
Internal
Product Development / Management
Sales Team
Marketing
Operations
Adviser Support
IT
Compliance
Senior Management team
Liaising With Other Parts Of The Praemium Group
Liaising with the distribution team to ensure everyone is aware of the progress of new client on-boarding.
Experience/Qualifications
Preferred experience; IT training, implementation, sales or support, 3-4 years in a financial services business preferably in an advisory or investment environment.
Hold or be studying towards a professional qualification.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentially 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.