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Client Operations Administrator

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Fisher Investments


1mo ago

đź’Ľ Graduate Job


AI generated summary

  • You must commit to high quality work, collaborate effectively, be motivated to grow in investment management, and manage complexity in a fast-paced environment.
  • You will process, organize, and distribute electronic and physical documents, work closely with internal teams, prepare reports, handle inbound/outbound mail, and maintain document templates for Fisher Investments.

Graduate Job

Customer Relations•London


  • Client Operations Administrators perform several tasks including sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents and assisting with outbound mailings. You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.


  • Commitment to maintain quality of work while sticking to a timeline
  • Comfort working in an environment that values collaboration
  • Desire to build a career in the investment management industry
  • Manage complexity and coordinate across several departments under strict timelines

Area of Responsibilities

Customer Relations


  • Process and edit electronic documents and attachments using multiple types of software
  • Review inbound packages/documentation to classify by group and recipient
  • Use image scanner to scan firm documentation into internal storage system
  • Open and sort daily mail received from various postal services and couriers
  • Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process
  • Prepare outbound packaging of documentation to multiple external individuals/companies
  • Work closely with Client Services, Sales and other groups regarding how documentation is handled
  • Prepare reports using Access and Excel for notification of external groups
  • Complete on-request, document retrieval, review, and filing projects
  • Maintain coding of document templates for firm use
  • Contribute to group/firm wide projects on an ongoing basis


Work type

Full time

Work mode