Italian Client Service Associate

Fisher Investments UK; Greater London; On-site; GBP 48,000 - 64,000; Full time

Benefits offered by this job

Health insurance

28 days annual leave

Fertility & family-forming benefit

Pension plan with company contribution

Gym subsidy

Employee Assistance Program

Job summary

Fisher Investments Europe is seeking an Italian Client Service Associate to join our team in the UK. You will liaise daily with Sales Representatives, Investment Counsellors, and clients, providing exceptional service in both Italian and English.

You will partner with custodians and banks, support relationship management, and help prepare analyses and portfolio recommendations. Growth and progression are emphasized, with on-the-job training from a dedicated Team Leader.

Qualifications

• University degree or equivalent combination of education and experience.
• Native/Fluent Italian and English skills.
• Strong client-service communication via phone and email.
• Collaborative, team-oriented work style.
• Commitment to quality of work and meeting timelines.

Responsibilities

• Partner with banks (custodians) to assist with administrative tasks.
• Assist Investment Counsellors with client inquiries and relationship management.
• Produce analyses and portfolio recommendations based on clients' financial situation.
• Receive on-the-job training from the Client Service Team Leader and grow professionally.

Skills

Italian language fluency

English language fluency

Communication skills

Teamwork

Time management

Education

University degree or equivalent

Job description

Overview

The Opportunity:

As an Italian Client Service Associate, you will be a 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 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 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/Fluent Italian and English skills

• You can 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, 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

*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