Client Operations Administrators

Fisher Asset Management, LLC; Bath; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading investment firm in Bath seeks a Client Operations Administrator to manage document processing and collaborate across departments. The role involves using various software tools for document handling, ensuring quality, and maintaining strict timelines. Ideal candidates will have a commitment to a career in investment management and thrive in a collaborative setting. The company offers comprehensive benefits, including health plans, annual leave, and a sign-up bonus.

Benefits

100% paid medical and dental premiums

28 days annual leave plus holidays

Sign-up bonus of $10,000

Retirement pension plan with company match

Gym subsidy up to £50 per month

Qualifications

• Ability to meet timelines while maintaining quality of work.
• Desire to build a career in the investment management industry.
• Comfort in cross-departmental coordination under strict timelines.

Responsibilities

• Process and edit electronic documents using multiple software.
• Review inbound documentation for classification.
• Maintain coding of document templates for firm use.
• Perform physical tasks related to documentation.

Skills

Commitment to quality

Collaborative environment

Ability to manage complexity

Job description

Opportunity

Client Operations Administrator

Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for a motivated individual who is looking to start their career in the investment management industry.

Responsibilities

• Process and edit electronic documents and attachments using multiple types of software.
• Review inbound packages/documentation to classify by group and recipient.
• Use image scanner to scan firm documentation into internal storage system.
• Open and sort daily mail received from various postal services and couriers.
• Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process.
• Prepare outbound packaging of documentation to multiple external individuals/companies.
• Work closely with Client Services, Sales and other groups regarding how documentation is handled.
• Prepare reports using Access and Excel for notification of external groups.
• Complete on-request, document retrieval, review, and filing projects.
• Maintain coding of document templates for firm use.
• Perform physical tasks, including lifting and moving materials.
• Contribute to group/firm wide projects on an ongoing basis.

Qualifications

• Commitment to maintaining quality of work while meeting timelines.
• Comfort working in a collaborative environment.
• Desire to build a career in the investment management industry.
• Ability to manage complexity and coordinate across several departments under strict timelines.

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.

Benefits

• 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: 16 weeks top‑up to full base pay for eligible employees.
• $10,000 sign‑up bonus (or equivalent in local currency for employees outside the US).
• Fertility, hormonal health, and family‑forming benefit.
• Retirement pension plan: 9% company contribution of base pay, plus a company match of up to 5% of personal contributions.
• Gym subsidy up to £50 per month.
• Employee Assistance Program and other emotional wellbeing services.
• Collaborative working environment that practises ongoing training, educational support, and employee appreciation events.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER