Swedish Client Service Associate

Fisher Investments

Apr 17

Applications are closed

Job
Full-time
Entry Level
Sales & Business Development
London

Requirements

A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus)
Native/Fluent Swedish and English skills
You can connect with a wide array of audiences by phone and email with a focus on client service
Work well in a collaborative, team-oriented setting
Commitment to maintain quality of work while sticking to a timeline

Responsibilities

Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will:
Partner directly with top banks (who are our 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
Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility
Report to your client Service Team Leader who will aid in your on-the-job training and professional development

FAQs

What are the main responsibilities of a Swedish Client Service Associate?

The main responsibilities include managing daily tasks at a private money management firm, asking questions, improving processes, proposing solutions, and providing excellent client service to Swedish clients.

How is performance evaluated for a Swedish Client Service Associate?

Performance is evaluated based on meritocracy, with a focus on adding value to the firm. Employee development is also emphasized to help with progression and growth within the organization.

What opportunities for advancement are available for a Swedish Client Service Associate?

Successful employees can expect to promote to their next role within 2 or more years. There are opportunities for advancement based on performance and added value to the firm.

What kind of work environment can a Swedish Client Service Associate expect?

The work environment is energetic and encourages innovation. Employees are encouraged to ask questions, propose solutions, and improve processes. The firm invests in employee development and values meritocracy.

Fisher Investments

Bettering the Investment Universe

Finance

Industry

1001-5000

Employees

1979

Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.