Italian Client Service Associate - Fisher Investments

Italian Client Service Associate - Fisher Investments

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Jobs via eFinancialCareers

At a Glance

  • Tasks: Manage daily tasks and assist clients in a dynamic, energetic environment.
  • Company: Join Fisher Investments, a leading private money manager focused on client success.
  • Benefits: Enjoy 28 days annual leave, top-tier health plans, and a gym subsidy.
  • Other info: Collaborative culture with ongoing training and employee appreciation events.
  • Why this job: Fast-track your career with merit-based progression and hands-on training.
  • Qualifications: Fluent Italian and English, plus a degree in Finance, Economics, or Business.

The predicted salary is between 30000 - 40000 £ per year.

Opportunity: As an Italian 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 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 analyses and portfolio recommendations based on the current financial 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 to aid in your on-the-job training and professional development.

Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus). Native/Fluent Italian and English skills. Ability to communicate effectively with a wide array of audiences by phone and email with a focus on client service. Works well in a collaborative, team-oriented setting. Commitment to maintain quality of work while meeting timelines.

Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 top-tier supplemental medical, dental and annual health screening plans for employees and 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 practices ongoing training, educational support and employee appreciation events.

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.

Italian Client Service Associate - Fisher Investments employer: Jobs via eFinancialCareers

Fisher Investments Europe is an exceptional employer that prioritises employee development and offers a dynamic work environment where your contributions are valued. With a strong focus on meritocracy, you can expect ample opportunities for growth and progression within the firm, alongside comprehensive benefits such as generous annual leave, top-tier health plans, and a supportive team culture that fosters collaboration and continuous learning.

Jobs via eFinancialCareers

Contact Details:

Jobs via eFinancialCareers Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Italian Client Service Associate - Fisher Investments

Tip Number 1

Network like a pro! Reach out to current employees at Fisher Investments on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the role. Personal connections can make a huge difference!

Tip Number 2

Prepare for the interview by practising common questions related to client service and finance. Think about how you can showcase your problem-solving skills and ability to work in a team. We want to see your personality shine through!

Tip Number 3

Show your enthusiasm for the role and the company during the interview. Research Fisher Investments and be ready to discuss why you’re excited about the opportunity to work with them. Your passion can set you apart from other candidates!

Tip Number 4

Don’t forget to follow up after your interview! A simple thank-you email can go a long way in showing your appreciation and keeping you top of mind. Plus, it’s a great chance to reiterate your interest in the position.

We think you need these skills to ace Italian Client Service Associate - Fisher Investments

Client Service Skills
Fluent Italian
Fluent English
Communication Skills
Analytical Skills
Relationship Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Italian Client Service Associate role. Highlight any relevant experience in finance, client service, or teamwork to show us you’re a great fit!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect candidate. Don’t forget to mention your fluency in Italian and English!

Showcase Your Communication Skills:Since this role involves liaising with various parties, make sure your written application demonstrates your ability to communicate effectively. Keep it clear, concise, and professional – we love a good communicator!

Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our dynamic team at Fisher Investments!

How to prepare for a job interview at Jobs via eFinancialCareers

Know Your Stuff

Make sure you brush up on your knowledge of finance, economics, and business concepts. Since this role involves liaising with investment counsellors and banks, being able to discuss these topics confidently will show that you're serious about the position.

Show Off Your Language Skills

As a native or fluent Italian speaker, be prepared to demonstrate your language skills during the interview. Practice answering common questions in both Italian and English to showcase your ability to communicate effectively with diverse audiences.

Be Ready to Collaborate

This role is all about teamwork, so think of examples from your past experiences where you've successfully worked in a team. Be ready to discuss how you can contribute to a collaborative environment and improve processes within the company.

Ask Thoughtful Questions

Prepare some insightful questions about the company culture, training opportunities, and how success is measured. This shows that you're genuinely interested in the role and eager to grow within the firm, aligning with their meritocratic values.