Adviser Support Representative

About Morningstar
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
About the role
At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' needs. Our solutions pave the way for investors to achieve their goals with confidence.
The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor.
The Adviser Support Executive role is at the heart of our client experience, providing world-class service to our global portfolio of financial advisers. This is a fast-paced, high-pressure role where advisers typically reach out when something is with urgent. We are looking for someone who thrives in these moments-bringing calm, clarity, and solutions to every interaction.
Responsibilities

• Deliver day-to-day telephone and email support for our clients in all areas of the proposition from technology to tax wrappers.
• Establish yourself as a subject matter expert (SME) with all things Wealth Platform (training will be provided).
• Analyse IFA behaviour to ensure that they get the best out of our platform as well as helping to identify new opportunities.
• Ensure that client feedback is captured and shared so that we can improve the products and services we offer.
• Be proactive with clients and provide quality training to maximize the users' experience.
• Work under Service Level Agreements (SLAs) to deliver timely resolutions, recognizing that most queries are time-sensitive and business-critical.

Qualifications

• 3+ years of experience in a similar role (Administration, Support, Advisory).
• Empathetic communicator who can handle high-pressure situations with patience and professionalism
• Strong communicator, team player, enthusiastic
• Comfortable working in a fast-paced environment.
• An understanding of investment platforms, products & tax wrappers like SIPP or ISA would be a bonus!
• Strong Excel, data input and systems navigations skills

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
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.
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