Irish Client Services & Relationship Specialist

Fisher Investments UK; Dublin; On-site; EUR 40,000 - 60,000; Full time

Benefits offered by this job

Healthcare & dental

Extra leave & holidays

Maternity pay enhancement

Fertility support

Company pension

Gym subsidy

Employee Assistance Program

Hybrid work option

Job summary

Fisher Investments Ireland is seeking an Irish Client Service Associate to support daily operations, liaise with Sales Representatives, Investment Counsellors, and clients, and assist with administrative and reporting tasks. You will develop relationship-management skills, respond to client inquiries, and contribute to the current portfolio services.

Reporting to the Client Service Team Leader, you will receive on-the-job training and professional development in a meritocratic environment.

Qualifications

• University degree or equivalent with Finance/Economics/Business exposure.
• Ability to connect with a wide array of audiences by phone and email with a focus on client service.
• Collaborative, team-oriented work style.
• Commitment to maintaining quality of work and meeting deadlines.

Responsibilities

• Liaise with Sales Representatives, Investment Counsellors and other stakeholders.
• Assist with administrative and operational tasks for clients.
• Develop reports on the current status of prospective clients.
• Be a go-to expert on multiple subjects as you take on more responsibility.
• Report to the Client Service Team Leader to support on-the-job training and development.
• Support relationship management by addressing client inquiries and requests.

Skills

Phone & Email communication

Team collaboration

Time management

Education

Bachelor's degree in Finance/Economics/Business

Job description

Fisher Investments Ireland is seeking an Irish Client Service Associate to support daily operations, liaise with Sales Representatives, Investment Counsellors, and clients, and assist with administrative and reporting tasks. You will develop relationship-management skills, respond to client inquiries, and contribute to the current portfolio services.

Reporting to the Client Service Team Leader, you will receive on-the-job training and professional development in a meritocratic environment.