Irish Client Service Associate

Fisher Investments UK; Dublin; On-site; EUR 40,000 - 55,000; Full time

Benefits offered by this job

Top-tier medical & dental plans

28 days annual leave + 3 extra days

Enhanced maternity pay

Fertility & family-forming benefit

Company pension plan

Gym subsidy

Employee Assistance Program

Hybrid work option (subject to change)

Job summary

Fisher Investments Ireland is looking for an Irish Client Service Associate to join a dynamic team in an in-office role. You will partner with top banks, support Investment Counsellors with client inquiries, and help prepare reports on prospective clients.

The role offers training, development, and clear progression within the firm. You will engage with clients and colleagues across Europe, maintaining high service standards and timely communication.

Qualifications

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

• Partner directly with banks 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 as responsibilities grow.
• Report to your Client Service Team Leader who will aid in your on-the-job training and professional development.

Skills

Client service

Phone & email communication

Team collaboration

Quality & deadlines

Education

University degree

Job description

Overview

The Opportunity:

As an Irish 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)
• 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 Ireland:

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 Fisher Investments and Fisher Investments Ireland align with our clients’ priorities 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 healthcare and dental 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 11 paid holidays
• Enhanced maternity pay package with 26 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 pension contribution of your base pay and an additional company match of up to 5% of base pay
• Monthly gym subsidy of up to €50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practices 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 IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER