Client services occupations Work, Jobs in Pathhead, Fif (with Salaries)

Adviser Support Executive
Morningstar —Edinburgh
- £27,600.00 - £35,166.66 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Communication skills
Junior Technical Account Manager
Texaport —Edinburgh
- £26,500 - £32,000 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
10d
Customer Support Accountant
FreeAgent —Edinburgh
- £31,500 - £35,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Onboarding Consultant (Logit)
triSaaS (Enhance) —Edinburgh
- Up to £26,500 a year
- Full-time
- Hospitality
- Computer literacy
- Microsoft Office
- Free parking
- Sick pay
Quick apply
Customer Success Manager – Hospitality Technology | Office Based | Edinburgh | £32,000–£36,000 + OTE
triSaaS (Enhance) —Edinburgh
- £32,000 - £36,000 a year
- Full-time
- Hospitality
- Management
- Salesforce
- Free parking
- Sick pay
Quick apply
7d
Service Administrator
FMS Fire & Security Ltd —Loanhead
- Full-time
- Microsoft Office
- Organisational skills
9d
Customer Service Advisor - Dealer Services
Velux Residential —Fife
- Full-time
Relationship Support Consultant
Royal London —Edinburgh
- Customer service
- Business development
- Annual leave
2d
Customer Care Executive
DuraPanel —Perth
- £20,670 - £21,450 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
2d
Account Coordinator
Berlin Packaging —Newbridge
- From £26,000 a year
- Full-time
- Salesforce
- Analysis skills
- Organisational skills
- Free parking
- Employee discount
Quick apply
1d
Service Coordinator
Evolution (Electronic Security Systems) Ltd —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
18h
Service Coordinator
Evolution Security —Edinburgh
- Full-time
- Annual leave
- Employee assistance programme
Quick apply
22h
Junior/Graduate Customer Support Accountant
FreeAgent —Edinburgh
- £27,500 - £31,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Customer Success Manager
Mindbody —Edinburgh
- Remote
- Sales
- Bachelor's degree
- No degree
Quick apply
3d

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Adviser Support Executive

Morningstar -
Edinburgh

Apply Now

Job details

Full-time
£27,600.00 - £35,166.66 a year

Qualifications

Data entry
Financial services
Communication skills
Tax experience

Full job description

At Morningstar, our purpose is to Empower Investor Success. We combine trusted data and research with innovative design and technology to help investors and advisers make confident financial decisions.

The Morningstar Wealth Platform supports advisers and investors across the globe, enabling collaboration throughout the financial journey and delivering intuitive, engaging digital experiences. By using data, insight, and technology, we connect people worldwide to the tools and information they need to succeed.

We’re looking for an experienced Adviser Support Executive to deliver high‑quality service to our international client base. This role is not entry‑level, it’s best suited to someone who already has experience in financial services support and is confident handling a wide range of adviser queries in a global environment.

The Role

This is a varied and fast‑paced role where no two days are the same. You’ll support advisers located across multiple countries and regions, dealing with a broad range of questions covering platform functionality, investment products, and tax wrappers.

While you’ll primarily cover core UK business hours, your work will have a global impact, and you’ll regularly collaborate with colleagues in offices around the world.

You won’t always have the answer immediately and that’s expected. The role requires confidence, sound judgement, and strong problem‑solving skills to work through unfamiliar scenarios, identify common themes, and deliver the right outcome for the client.

Key Responsibilities

Deliver day‑to‑day inbound telephone and email support to advisers across a global client base
Support clients across all areas of the Wealth Platform, from technology and functionality to investments and tax wrappers
Build strong platform knowledge and develop into a subject matter expert (SME) on the Morningstar Wealth Platform (full training provided)
Confidently handle a wide range of adviser queries, including complex or unfamiliar scenarios where the solution may not be immediately clear
Apply experience, judgement, and problem‑solving skills to resolve issues efficiently and accurately
Analyse adviser usage to help clients get the most value from the platform and promote appropriate self‑service
Proactively engage with advisers by delivering high‑quality guidance and training
Capture and share client feedback to support continuous improvement
Work closely with teams across multiple global offices to ensure a consistent and high‑quality client experience

Skills & Experience

Experience & Soft Skills (Essential)

3+ years’ experience in a financial services role such as administration, support, or advisory
Experience handling UK inbound calls, ideally within a platform or adviser support environment
Strong communication skills and confidence engaging with clients via phone and email
Comfortable working in a varied role that requires adaptability and decision‑making
Highly empathetic, client‑focused and calm under pressure
Strong teamwork skills with the ability to collaborate effectively with colleagues across different regions and time zones
Motivated, engaged, and keen to continue developing professionally

Soft skills are essential — success in this role depends on your ability to build trust, explain clearly, and support advisers with confidence.

Technical Skills

Understanding of investment platforms, products, and tax wrappers, such as ISAs and SIPPs
Strong Excel and data entry skills, with confidence navigating multiple systems
Comfortable learning new technology and processes

Base Salary Compensation Range

GBP 27,600.00-35,166.66

Bonus Target:

5% Annual

We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity

Apply Now

Refine Your Search

client services occupations jobs in pathhead, fif

Adviser Support Executive

Junior Technical Account Manager

Customer Support Accountant

Onboarding Consultant (Logit)

Customer Success Manager – Hospitality Technology | Office Based | Edinburgh | £32,000–£36,000 + OTE

Service Administrator

Customer Service Advisor - Dealer Services

Relationship Support Consultant

Customer Care Executive

Account Coordinator

Service Coordinator

Service Coordinator

Junior/Graduate Customer Support Accountant

Customer Success Manager

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At Morningstar, our purpose is to Empower Investor Success. We combine trusted data and research with innovative design and technology to help investors and advisers make confident financial decisions.

The Role

Key Responsibilities

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Experience & Soft Skills (Essential)

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Base Salary Compensation Range

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