Client Account Coordinator

Fisher Investments UK; Greater London; On-site; GBP 42,000 - 52,000; Full time

Benefits offered by this job

100% paid premiums for medical, dental

Annual health screening plans for self

28 days annual leave (+3)

Fertility and family-forming benefit

Pension plan with company contribution

Gym subsidy

Biennial training and development

Job summary

Fisher Investments Europe in London is seeking an UK Client Account Coordinator (CAC) to support high-net-worth UK clients and collaborate with UK/US teams. You will manage operational requests, onboarding, and ongoing account maintenance, reporting to a Team Leader who mentors your development.

You will coordinate across portfolio management and sales to enhance the client experience, handle documentation issues, and contribute to a career pathway within a growing international client group.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Demonstrated interest in client service and operations activities.
• Commitment to quality of work while meeting timelines.
• Engaging and able to connect with diverse audiences by phone and email.

Responsibilities

• Communicate with high-net-worth UK clients and partner firms in the UK.
• Work with Investment Counsellors to fulfill operational requests from clients.
• Help onboard new clients by establishing new accounts and resolving documentation and transfer issues.
• Provide long-term account maintenance for existing UK clients.

Skills

Client service

Operations management

Phone & email communication

Timeline discipline

Education

Bachelor's degree

Job description

Overview

Do you want a career with a firm that's changing the industry? As an UK Client Account Coordinator (CAC), you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career.

Overview

Do you want a career with a firm that's changing the industry? As an UK Client Account Coordinator (CAC), you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career.

The Opportunity

You will work with your UK Client Services colleagues in the UK and US to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy a myriad of opportunities to learn about our organisation and determine your career path. You'll report directly to your Team Leader who will coach you and support your development. This onsite position is located in London, UK.

The Day-to-Day

• Communicate with high-net-worth UK clients and our partner firms in the UK
• Work with Investment Counsellors to fulfil operational requests from clients
• Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
• Provide long-term account maintenance for existing UK clients

Your Qualifications

• Bachelor's degree, or equivalent combination of education and experience
• Demonstrated interest in client service and operations activities
• Commitment to maintain quality of work while sticking to a timeline
• You are engaging and can connect with a wide array of audiences by phone and email

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