At a Glance
- Tasks: Engage with clients and assist in operational tasks daily.
- Company: Join Fisher Investments, a leading private money manager focused on client-first service.
- Benefits: Enjoy 28 days annual leave, health benefits, gym subsidies, and a supportive work environment.
- Why this job: Experience a dynamic role with growth opportunities and a collaborative culture.
- Qualifications: Fluent in Swedish and English, with a degree in Finance, Economics, or Business preferred.
- Other info: This is an in-office role with potential for hybrid work based on performance.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
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 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.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Swedish Client Service Associate - Fisher Investments employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Swedish Client Service Associate - Fisher Investments
✨Tip Number 1
Familiarise yourself with Fisher Investments' values and client-first approach. Understanding their philosophy will help you align your responses during interviews and demonstrate that you're a good fit for their culture.
✨Tip Number 2
Brush up on your knowledge of financial services and investment management. Being able to discuss industry trends or recent news can show your enthusiasm and readiness for the role.
✨Tip Number 3
Practice your communication skills in both Swedish and English. Since the role requires liaising with various stakeholders, being articulate and confident in both languages will set you apart.
✨Tip Number 4
Network with current or former employees of Fisher Investments. They can provide insights into the company culture and expectations, which can be invaluable during your interview process.
We think you need these skills to ace Swedish Client Service Associate - Fisher Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Swedish Client Service Associate. Emphasise your fluency in Swedish and English, as well as any experience in client service or finance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific aspects of Fisher Investments that resonate with you, such as their commitment to client service and employee development.
Highlight Teamwork Skills: Since the role requires collaboration, provide examples in your application of how you've successfully worked in team settings. This could include projects where you liaised with different departments or contributed to group goals.
Showcase Problem-Solving Abilities: Fisher Investments values fresh solutions and process improvements. Include instances where you've identified issues and implemented effective solutions in previous roles, demonstrating your proactive approach.
How to prepare for a job interview at Fisher Investments
✨Showcase Your Language Skills
As a Swedish Client Service Associate, fluency in both Swedish and English is crucial. Be prepared to demonstrate your language proficiency during the interview, perhaps by discussing your previous experiences or handling hypothetical client scenarios in both languages.
✨Emphasise Client Service Experience
Highlight any past roles where you provided exceptional client service. Discuss specific examples of how you managed client inquiries or resolved issues, as this will show your ability to connect with clients and work collaboratively in a team-oriented environment.
✨Demonstrate Problem-Solving Skills
Fisher Investments values fresh solutions and process improvements. Prepare to discuss instances where you identified a problem and proposed a solution, showcasing your proactive approach and ability to think critically in a dynamic environment.
✨Research the Company Culture
Understanding Fisher Investments' commitment to client-first service and employee development can set you apart. Familiarise yourself with their values and be ready to discuss how your personal values align with theirs, demonstrating that you're a good fit for their collaborative culture.