Private Wealth Client Service Advisor – Hybrid Potential

Sorenson Recruiting; Denmark; Remote; DKK 350,000 - 520,000; Full time

Benefits offered by this job

Health coverage

Paid time off

Maternity pay

Fertility benefit

Retirement plan

Gym subsidy

Wellbeing programs

Training & development

Job summary

Sorenson Recruiting is seeking a Swedish (or Norwegian, Danish, Dutch) Client Service Associate for an in-office role. You will work with top banks, Investment Counsellors, and clients to handle inquiries, prepare reports, and support relationship management.

You will be part of a dynamic team, receive on-the-job training, and have opportunities to advance within 2+ years. A merit-based environment emphasizes development and progression.

Qualifications

• University degree or equivalent education/experience in Finance, Economics or Business
• Native or fluent Swedish and English skills
• Strong client service orientation and communication skills
• Team-oriented with ability to meet deadlines and collaborate effectively

Responsibilities

• Partner with banks and custodians on administrative tasks
• Interact with Investment Counsellors and clients on operational inquiries
• Produce reports on client prospects and current situations
• Develop subject matter expertise to take on more responsibilities
• Report to the Client Service Team Leader for training and development
• Liaise with Sales Representatives and other stakeholders daily

Skills

Fluent English

Native Swedish

Client service

Team collaboration

Timeline focus

Education

Finance/Economics/Business degree

Job description

Sorenson Recruiting is seeking a Swedish (or Norwegian, Danish, Dutch) Client Service Associate for an in-office role. You will work with top banks, Investment Counsellors, and clients to handle inquiries, prepare reports, and support relationship management.

You will be part of a dynamic team, receive on-the-job training, and have opportunities to advance within 2+ years. A merit-based environment emphasizes development and progression.