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For Companies At a Glance
- Tasks: Join a dynamic team managing client relationships and operational tasks daily.
- Company: Fisher Investments is a leading private money manager focused on client-first service.
- Benefits: Enjoy 28 days annual leave, health benefits, gym subsidies, and a retirement plan.
- Why this job: Fast-track your career in a supportive environment with opportunities for growth and development.
- Qualifications: Fluent in Swedish and English, with a degree in Finance, Economics, or Business preferred.
- Other info: This role is in-office with potential for hybrid work based on performance.
The predicted salary is between 28800 - 48000 £ per year.
The Opportunity:
As a Swedish Client Service Associate, you will be a 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 fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees).
The Day-to-Day:
Every day in this role is different! Expect a dynamic day where you will liaise with Sale Representatives, Investment Counsellors, and many other parties. You will:
- Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks
- Gain exposure to other European countries' businesses
- Help Investment Counsellors with relationship management by working with existing clients on operational inquiries
- Help produce reports based on the current situation of prospective clients
- Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility
- Report to your Client Service Team Leader who will aid in your on-the-job training and professional development
Your Qualifications:
- A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus)
- Native/Fluent Swedish and English skills
- You can connect with a wide array of audiences by phone and email with a focus on client service
- Work well in a collaborative, team-oriented setting
- Commitment to maintain quality of work while sticking to a timeline
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our 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
- $10,000 fertility, hormonal health and family-forming benefit
- 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 practises ongoing training, educational support and employee appreciation events
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Client Service Specialist - Fisher Investments
✨Tip Number 1
Familiarise yourself with Fisher Investments' values and client service philosophy. Understanding their commitment to client-first service will help you align your approach during interviews and discussions.
✨Tip Number 2
Network with current or former employees of Fisher Investments on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable in preparing for your role.
✨Tip Number 3
Brush up on your knowledge of financial markets and investment principles. Being able to discuss these topics confidently will demonstrate your enthusiasm and readiness for the Associate Client Service Specialist role.
✨Tip Number 4
Prepare to showcase your problem-solving skills during the interview. Think of examples where you've improved processes or provided innovative solutions in previous roles, as this aligns with what Fisher Investments values in their employees.
We think you need these skills to ace Associate Client Service Specialist - Fisher Investments
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and qualifications required for the Associate Client Service Specialist position. Tailor your application to highlight relevant experiences that align with these requirements.
Highlight Language Skills: Since fluency in Swedish and English is essential, make sure to emphasise your language skills prominently in your CV and cover letter. Provide examples of how you've used these skills in a professional context.
Showcase Teamwork and Client Service: Fisher Investments values collaboration and client service. Include specific examples in your application that demonstrate your ability to work well in a team and provide excellent service to clients.
Craft a Strong Cover Letter: Write a compelling cover letter that not only expresses your interest in the role but also outlines how your background and skills make you a perfect fit for the position. Mention your commitment to professional development and how you can contribute to the company's success.
How to prepare for a job interview at Fisher Investments
✨Show Your Enthusiasm for Client Service
Fisher Investments values a client-first approach, so make sure to express your passion for providing excellent service. Share examples from your past experiences where you went above and beyond to assist clients or improve processes.
✨Demonstrate Your Team Spirit
This role requires collaboration with various teams. Highlight your ability to work well in a team-oriented environment by discussing previous experiences where you successfully collaborated with others to achieve a common goal.
✨Prepare for Dynamic Scenarios
Expect the unexpected! Since every day in this role is different, be ready to discuss how you handle change and adapt to new situations. Share specific instances where you thrived in a dynamic work environment.
✨Ask Insightful Questions
During the interview, don't hesitate to ask questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
