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Client Service & Implementation Analyst

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Morningstar

3mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    IT & Cybersecurity
  • Dubai

AI generated summary

  • You need 2-3 years in a relevant role, financial product knowledge, strong relationship skills, problem-solving ability, and proficiency in MS Office, with excellent communication and teamwork skills.
  • You will provide client service, manage asset setup, oversee implementation tasks, create guides, assist with platform features, respond to audits, and investigate complaints.

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

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

FAQs

What is the main focus of the Client Service & Implementation Analyst role?

The main focus is to work in the Technical Implementation Team, completing implementation-specific platform tasks to mobilize new and existing clients, providing technical troubleshooting support to internal and external parties.

What types of clients will the Analyst be interacting with?

The Analyst will interact with Adviser firms and Model Managers.

What are some key responsibilities of the Client Service & Implementation Analyst?

Key responsibilities include providing high-quality service to clients, completing technical platform tasks, assisting with asset setup, overseeing Implementation Consultants' work, and responding to business requests such as audits and risk assessments.

What qualifications are required for this position?

A minimum of 2-3 years in Professional Services, Support, or a Technical role is required, preferably in the Platform/Investment space, along with knowledge of financial products or financial planning.

What skills are critical for success in this role?

Critical skills include strong problem-solving, analytical, and technical skills, excellent oral and written communication skills, proficiency in MS Office (especially MS Excel), and the ability to meet project deadlines.

Is the role part of a team or individual work?

The role involves both teamwork and the ability to work independently.

Will the Analyst be involved in platform enhancements?

Yes, the Analyst will provide input to the Product Technology team on platform enhancements.

Are there any specific compliance requirements upon accepting an offer?

Yes, personal and related investments must be disclosed to the Compliance team, and any identified conflicts of interest must be addressed.

How does the hybrid work environment function at Morningstar?

The hybrid work environment allows for remote work while typically requiring in-person collaboration three days each week.

What tools and resources will be available for collaboration?

Morningstar provides various tools and resources to engage meaningfully with global colleagues, regardless of work location.

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Morningstar

Our mission is to empower investor success.

Finance
Industry
5001-10,000
Employees
1984
Founded Year

Mission & Purpose

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and realtime global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.