Client Service Investment Associate

4 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time $10,000

We are seeking a highly skilled and dedicated Client Service Investment Associate to join our team at Fisher Investments. In this role, you will be responsible for providing exceptional client service and support to our existing clients, as well as assisting with relationship management and operational inquiries.

The ideal candidate will have native or fluent Danish and English skills, with the ability to connect with a wide range of audiences through phone and email communications. You will also possess strong analytical and problem-solving skills, with the ability to work independently and as part of a team.

Key Responsibilities:
  • Assist Investment Counsellors with relationship management and operational inquiries
  • Help produce reports based on the current situation of prospective clients
  • Report to your Client Service Team Leader who will aid in your on-the-job training and professional development
Required Skills and Qualifications:
  • Native/Fluent Danish and English skills
  • Ability to connect with a wide range of audiences through phone and email communications
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
Benefits:
  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees
  • $A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practices ongoing training, educational support, and employee appreciation events

The estimated salary for this position is around $85,000-$110,000 per annum, depending on location and experience.

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