Role Overview
Support Business Development team members and clients across North America, with opportunities for growth within the team and the company.
What You Will Do
Track client engagements, assist with client meetings, conduct market research, and perform administrative tasks, including data entry and billing.
Why It Might Be a Fit
Ideal candidate is personable, professional, and highly driven, with excellent client management skills and a desire to build superior relationships.
Requirements
- Relevant experience in the financial services industry, or roles related to Sales or relationship management
- Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg
- Attained a bachelor’s degree or higher with a specialization in business, finance and other relevant disciplines
Benefits
- Hybrid work environment
- Four days in-office each week
- Range of other benefits to enhance flexibility
To apply for this job please visit morningstar.wd5.myworkdayjobs.com.

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