At a Glance
- Tasks: Provide top-notch customer service and ensure client documentation meets quality standards.
- Company: Join a fast-growing investment firm with a client-first approach.
- Benefits: Enjoy 28 days annual leave, health benefits, and a gym subsidy.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- Why this job: Kickstart your career in investment management and develop valuable professional skills.
- Qualifications: University degree or equivalent experience; reliable and detail-oriented.
The predicted salary is between 35000 - 42000 £ per year.
Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for someone who is looking to start their career in the investment management industry.
The Opportunity: Investing can be one of the most important and challenging endeavours in people's lives. As an International Client Operations Associate, you will become an expert in the details of financial accounts for clients in multiple countries across Europe, all from our office in London. Reporting to your team manager, you'll ensure our clients receive the care they deserve. An International Client Operations role is not just a job; it is an amazing opportunity to help grow a new group and develop your professional skills for future career progression.
The Day-to-Day:
- Provide high-quality customer service by working behind the scenes with no direct client interaction
- Review all client documentation, including anti money-laundering documents, to correctly evaluate their suitability from a company and risk perspective and ensure quality and legal requirements are met
- Collaborate with partner groups to verify that operational aspects of every client relationship is set up correctly and all internal requirements are performed accordingly
- Set up accounts internally for trading
- Review all inbound and outbound communications identifying potential obstacles in the asset transfer process and reviewing client correspondence for accuracy
- Review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
- Continuously follow all compliance procedures
Your Qualifications:
- A university degree or equivalent combination of education and experience
- Highly reliable and accurate
- Commitment to maintain quality of work while sticking to a timeline
- You are engaging and can connect with a wide array of audiences by phone and email
- Responsible, accountable and works well in a group setting
- Client focus with desire to support our global growth
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
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Client Operations Associate, Quality Assurance in London employer: Fisher Investments Europe
Fisher Investments Europe is an exceptional employer, offering a collaborative and supportive work culture that prioritises employee growth and wellbeing. As a French Wealth Solutions Associate, you will benefit from comprehensive training, generous leave policies, and a robust benefits package, including top-tier health coverage and a strong retirement plan. Located in a dynamic environment, you'll have the opportunity to make a meaningful impact while working alongside dedicated professionals committed to client success.
StudySmarter Expert Advice🤫
We think this is how you could land Client Operations Associate, Quality Assurance in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments Europe. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Operations Associate, Quality Assurance in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments Europe.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments Europe's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments Europe
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments Europe.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments Europe will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments Europe employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
