Investment Services Coordinator
9 hours ago
Fisher Investments is a pioneering private money manager that offers a unique blend of exceptional investment solutions and a dynamic work environment. As an Associate Service Delivery Management Specialist, you will contribute to the success of our team by managing day-to-day tasks and enhancing processes within our meritocratic culture focused on employee growth and development.
The estimated salary for this position is approximately $80,000 - $110,000 per annum, based on location and experience.
About Us
We are committed to providing our employees with opportunities for professional growth and development in a collaborative and supportive environment.
In this role, you will work closely with Investment Counsellors to manage relationships and respond to operational inquiries, as well as produce reports on potential clients and communicate with diverse audiences in Danish and English.
We offer a comprehensive benefits package, including 100% coverage for medical, dental, and health screenings, 28 days of annual leave, and 8 paid holidays, as well as an enhanced maternity leave program, retirement pension plan, gym subsidy, and access to an Employee Assistance Program.
Responsibilities:
- Collaborate with Investment Counsellors on relationship management and operational matters
- Prepare reports on potential clients
- Report to the Client Service Team Leader
- Communicate effectively with various stakeholders in Danish and English
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