Danish Client Service Associate at Fisher Investments Europe | England, GB | Rezi

Danish Client Service Associate at Fisher Investments Europe

Danish Client Service Associate

Fisher Investments Europe · England, GB

1 months ago

Danish Client Service Associate

Fisher Investments Europe · England, GB

2 months ago
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About the Role

As a Danish Client Service Investment Associate, you will manage daily tasks within a dynamic environment at a leading private money manager. This role encourages asking questions, improving processes, and proposing new solutions, with performance evaluated on meritocracy and investment in employee development for career progression.

Responsibilities

  • Partner directly with top banks (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.
  • Act as a direct contact or expert in multiple subjects to develop skills as responsibility increases.
  • Report to a Client Service Team Leader for on-the-job training and professional development.

Requirements

  • A university degree or equivalent combination of education and experience.
  • Native/Fluent Danish and English skills.
  • Ability to connect with a wide array of audiences by phone and email with a focus on client service.
  • Ability to work well in a collaborative, team-oriented setting.
  • Commitment to maintain quality of work while sticking to a timeline.

Skills

  • Client service
  • Administrative tasks
  • Operational tasks
  • Relationship management
  • Reporting

Location

  • In-office

Work Type

  • Full-time
  • Hybrid (potential)

Experience Level

  • Entry-level
  • Associate

Education Level

  • University degree or equivalent combination of education and experience
  • Finance/Economics/Business is a plus

Benefits

  • 100% paid premiums for 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.
  • Up to 8 paid holidays.
  • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees.
  • $10,000 equivalent fertility, hormonal health and family-forming benefit.
  • Retirement pension plan with a 9% company contribution of base pay.
  • 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.
  • Collaborative working environment with ongoing training, educational support and employee appreciation events.

About the Company

  • The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
  • Aligns with clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

Equal Opportunity

  • FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER