At a Glance
- Tasks: Manage daily tasks and collaborate with teams to enhance client service.
- Company: Join a leading private money manager focused on client-first service.
- Benefits: Enjoy 28 days leave, top-tier health plans, and gym subsidies.
- Other info: Opportunities for career growth and ongoing training in a supportive team.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: Fluent Swedish and English, with a degree or relevant experience.
The predicted salary is between 30000 - 40000 £ per year.
The Opportunity
As a Swedish 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. We hope you will promote to your next role within 2 or more years.
The Day-to-Day
- Every day in this role is different; you will liaise with Sales Representatives, Investment Counsellors, and many other parties.
- Partner directly with top banks (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 or fluent Swedish and English skills.
- Ability to 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. 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.
Swedish Client Service Associate - Fisher Investments employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Swedish 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.
✨Tip Number 2
Prepare for the interview by practising common questions related to client service and your understanding of the finance industry. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your problem-solving skills during the interview. Think of examples where you improved processes or provided innovative solutions in previous roles. This will demonstrate your proactive attitude, which is highly valued at Fisher Investments.
✨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 enthusiasm for the position. And remember, apply through our website for the best chance at getting noticed!
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 is tailored to the role of Swedish Client Service Associate. Highlight any relevant experience in client service, finance, or business that aligns with what we’re looking for. A personalised CV shows us you’re genuinely interested!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your fluency in Swedish and English, and how your skills can help us provide top-notch service to our clients.
Showcase Your Team Spirit: We love a collaborative spirit! In your application, share examples of how you’ve worked well in teams before. This will help us see how you can contribute to our energetic environment and work alongside Sales Representatives and Investment Counsellors.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your knowledge of Fisher Investments and the role of a Client Service Associate. Understand their values, especially their client-first approach, and be ready to discuss how you can contribute to that ethos.
✨Show Off Your Language Skills
Since fluency in Swedish and English is key, practice speaking both languages before the interview. Be prepared to demonstrate your communication skills, as you'll need to connect with a diverse range of clients and colleagues.
✨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. Highlight your ability to liaise with different departments and how you can bring fresh solutions to the table.
✨Ask Questions
Don’t hesitate to ask questions during the interview. It shows your interest in the role and the company. Inquire about the training process, opportunities for progression, and how the team collaborates to enhance client service.