About the Role
As an International Client Operations Associate, you will become an expert in the details of financial accounts for clients in multiple countries across Europe, all from our office in London. Reporting to your team manager, you'll ensure our clients receive the care they deserve. This role is an amazing opportunity to help grow a new group and develop your professional skills for future career progression.
Responsibilities
- Provide high-quality customer service by working behind the scenes with no direct client interaction
- Review all client documentation, including anti money-laundering documents, to correctly evaluate their suitability from a company and risk perspective and ensure quality and legal requirements are met
- Collaborate with partner groups to verify that operational aspects of every client relationship is set up correctly and all internal requirements are performed accordingly
- Set up accounts internally for trading
- Review all inbound and outbound communications identifying potential obstacles in the asset transfer process and reviewing client correspondence for accuracy
- Review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
- Continuously follow all compliance procedures
Requirements
- Highly reliable and accurate
- Commitment to maintain quality of work while sticking to a timeline
- Engaging and can connect with a wide array of audiences by phone and email
- Responsible, accountable and works well in a group setting
- Client focus with desire to support our global growth
Location
- London
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- University degree or equivalent combination of education and experience
Benefits
- 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
About the Company
- Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe.
- We are part of a global asset management organisation that has grown significantly over the past decade.
- The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
- We align with our 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
