Job responsibilities:
1. Complete all mandatory training as requested by the business
2. Identify and escalate any client complaints and/or any expressions of dissatisfaction
3. Work closely with other areas of business, including adviser support, sales, administration and operations, to resolve client queries and pass on all pertinent client information
4. Pro-actively build and develop relationships within the business and external clients
5. Support the business to deliver excellent customer outcomes
6. Ad-hoc project work as directed
Qualifications:
7. Proficiency in Microsoft Office (in particular, Excel) is a must
8. Minimum of 2 years working in general pensions administration
9. Professional qualifications or certification in financial services and specifically pensions topics is an advantage
10. Experience working on large projects is an advantage
11. Ability to prioritise workloads and achieve strict deadlines
Requirements
12. An ability to communicate effectively to a range of stakeholders
13. An eagerness to learn and bring new ideas to the table
14. Ability to communicate with internal and external clients in an easily understood manner and across different peer groups
15. Analysing and interpreting key information to aid in projects/tasks
16. Delivery of good customer outcomes
17. Ethics & integrity - Act honestly and fairly at all times
P03_PraemiumUKLimited Morningstar Wealth (UK) 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.