Magnet.me  -  Het slimme netwerk waarop hbo‑ en wo‑studenten hun baan of stage vinden.

Het slimme netwerk waarop hbo‑ en wo‑studenten hun baan of stage vinden.

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Associate Relationship Manager

Geplaatst 26 mrt. 2024
Werkervaring
0 tot 1 jaar
Full-time / part-time
Full-time
Soort opleiding
Taalvereiste
Engels (Vloeiend)

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The Group: Morningstar’s Investment Management group incorporates our investment advice and portfolio management businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create research driven investment solutions for institutions, advisors, and their clients.

The Role: This person will be part of the Manager Selection Services Team and the successful candidate will possess a willingness to be hands-on and do what it takes to meet client requirements, the ability to assess resource needs and to coordinate with various internal teams to serve our clients. Providing the first line of support for our products and services through engaging with our clients across EMEA. The position will be based in our London office.

Responsibilities:

  • Support the Operations Manager in all aspects of the client reporting process to ensure deadlines are met each quarter.
  • Co-ordinate external and internal meetings, record details of meetings and carry out required follow up action
  • Co-ordinate team travel.
  • Produce Word, Excel and PowerPoint documents as required to support the team in their day to day duties.
  • Collaborate with Morningstar’s sales, data operations, development, research, manager selection and product teams to resolve client issues in a timely manner.
  • Provide the highest quality service to clients through inbound calls and email activity, to help drive the overall satisfaction experience for our clients.
  • Proactively suggest process and product enhancements to the wider Manager Selection Services Team based on your daily interaction with clients Do this by effectively documenting client feedback and activity and creating an in-depth knowledge on our clients use our products and services.
  • Contribute to product research, service-improvement initiatives and other projects as needed.

Requirements

  • Strong written and verbal communication with excellent interpersonal skills.
  • Proficient in Windows based application specifically Word, Excel and PowerPoint.
  • Excellent organisation and time-management skills, attention to detail and self-motivation.
  • Experience of working independently in an independent, fast-paced work environment.
  • Proactive approach and ability to take ownership of issues as they arise.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Financieel & Banken
London
400 medewerkers