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About the Role
As an Italian Client Service Associate, you will manage daily tasks in an energetic environment at a preeminent private money manager. You are encouraged to ask questions, improve processes, and propose fresh solutions. Performance is based on meritocracy, with investment in employee development for progression and growth. Adding value leads to earning more advanced opportunities.
Responsibilities
- Partner directly with top 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 analyses and portfolio recommendations based on the current financial situation of prospective clients
- Be a direct contact or expert in multiple subjects to develop your skills
- Report to your 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 Italian 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
- Analysis
- Portfolio recommendations
Location
- Europe
Work Type
- Full-time
Experience Level
- Entry-level
- Mid-level
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 fertility, hormonal health and family-forming benefit (or local currency equivalent)
- Retirement pension plan, featuring 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.
- 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