As a Swedish Client Service Associate, you will be part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose innovative solutions. Your performance will be evaluated based on meritocracy, and the company invests in employee development to support your progression and growth within the firm. The more value you add, the faster you can advance to more senior roles. Many top executives started in similar roles, and we believe you can too. We aim for successful employees to promote within 2 or more years.
The Day-to-Day:
- Every day is different! You will liaise with Sales Representatives, Investment Counsellors, and other stakeholders.
- Partner with top banks (custodians) to assist with administrative and operational tasks.
- Gain exposure to other European markets.
- Support Investment Counsellors with client relationship management and operational inquiries.
- Assist in producing reports on prospective clients.
- Develop expertise in multiple subjects as you take on more responsibilities.
- Report to your Client Service Team Leader, who will support your training and professional development.
Your Qualifications:
- A university degree or equivalent experience (Finance/Economics/Business is a plus).
- Native or fluent Swedish and English skills.
- Strong communication skills to connect with diverse audiences via phone and email.
- Ability to work well in a collaborative, team-oriented environment.
- Commitment to quality work and meeting deadlines.
Why Fisher Investments Europe:
- Fisher Investments prioritises client service and a personalised approach to investing. We offer competitive benefits, including:
- Paid premiums for medical, dental, and health screening plans.
- 28 days of annual leave, with options to purchase additional days, plus paid holidays.
- Enhanced maternity pay with 16 weeks’ top-up.
- $10,000 family-forming benefits.
- A retirement plan with a 9% company contribution and additional matching.
- Gym subsidy up to £50/month.
- Employee Assistance Program and wellbeing services.
- In-office role with potential for hybrid work based on performance and tenure.
Fisher Investments Europe is an equal opportunity employer.
Swedish Client Service Associate employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team