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Provide inbound telephone and email support to global financial advisers using the Morningstar Wealth Platform. Resolve platform, investment, and tax-wrapper queries; develop subject-matter expertise; analyze adviser usage; deliver guidance and training; capture feedback; and collaborate with international teams to improve client experience. The role requires financial services experience, strong communication, sound judgment, problem-solving ability, and familiarity with investment platforms, ISAs, SIPPs, Excel, and multiple systems.
Top Skills:
ExcelMorningstar Wealth Platform
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