Client Service Associate Lead

2 weeks ago


London, Greater London, United Kingdom Fisher Investments Full time $10,000
Job Description: At Fisher Investments, we're committed to excellence in client service and wealth management. As an Associate Service Delivery Management Specialist, you'll be part of a talented team driving business success through exceptional relationships and innovative solutions. Your primary focus will be on supporting Investment Counsellors in managing daily tasks, producing reports, and developing strategic plans for client engagement. You'll also collaborate closely with the Client Service Team Leader to ensure seamless integration and knowledge transfer.

Key Skills:

• Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
• Excellent written and verbal communication skills, with experience in creating clear, concise reports and presentations.
• Proven ability to work collaboratively as part of a team, building strong relationships with colleagues and stakeholders.
• Commitment to continuous learning and professional development, staying up-to-date with industry trends and best practices.

Compensation and Benefits:

• Earn a competitive salary, estimated to be around $60,000 - $80,000 per annum, depending on location and experience.
• Enjoy a range of benefits, including 100% paid premiums for top-tier medical, dental, and health screening plans.
• Participate in our retirement pension plan with 9% company contribution and additional company match.
• Benefit from a gym subsidy of up to £50 per month and access to our Employee Assistance Program and emotional wellbeing services.

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