Swedish Client Service Associate

Fisher Investments; City Of London; On-site; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Top-tier medical, dental & health scre

28 days annual leave + opt extra days

Enhanced maternity pay

Fertility health benefit

Retirement pension plan

Gym subsidy

Employee Assistance Program

Hybrid work program

Job summary

Fisher Investments Europe is seeking a Swedish-speaking Client Service Associate to join our private money management team in a fast-paced, merit-based environment. You will handle daily tasks, liaise with Sales Representatives, Investment Counsellors, and custodians, and support relationship management with existing clients.

This role emphasizes collaboration, quality, and timely delivery, with training and career progression opportunities; an in-office role with potential hybrid options.

Qualifications

• University degree or equivalent combination of education and experience (Finance/Economics/Business is a plus).
• Native/Fluent Swedish 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.

Responsibilities

• Liaise with Sales Representatives, Investment Counsellors and other parties to support daily operations.
• Partner with custodians (banks) to assist with administrative and operational tasks.
• Gain exposure to European businesses and support relationship management with existing clients.
• Help produce reports based on current prospects' situations
• Develop expertise in multiple subjects as you assume more responsibility
• Report to the Client Service Team Leader for on-the-job training and development.

Skills

Client service

Communication skills

Teamwork

Time management

Education

University degree or equivalent

Job description

The Opportunity:

As a Swedish 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 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/Fluent Swedish 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
• 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