Fisher Investments Europe in London is seeking a UK Client Account Coordinator (CAC) to support high-net-worth UK clients and coordinate with UK and US teams. You will manage operational aspects of client relationships and collaborate with portfolio management and sales.
The role is on-site with potential hybrid options, reporting to your Team Leader. You will engage with clients by phone and email, onboard new clients, and provide ongoing account maintenance for existing UK clients.
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UK High-Net-Worth Client Services Coordinator employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and inclusive work culture. With comprehensive benefits such as fully paid medical premiums, generous PTO, and robust family support programs, employees are empowered to thrive both personally and professionally. Located in a dynamic environment, the role of Business Process Associate provides ample opportunities for career development and meaningful contributions to the investment universe.
