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Swedish Client Service Associate

Fisher Investments UK

London, United Kingdom

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Overview

At Fisher, we pride ourselves on building teams of people with unique perspectives and diverse backgrounds. That’s one reason why we welcome candidates from all majors, and do not require a business or finance degree to work here. We are looking for motivated individuals who want to work for a purpose-driven business and enjoy developing new skills. There are no set career paths at Fisher. When you join us, you have the opportunity to learn, grow, and chart a course for a rewarding, long-term career.

  • Schedule:  Full Time
  • Level:  Entry
  • Travel: None
  • Salary: Competitive

Collaborative Environment. Ongoing Training & Development. Rewarding Career Progression.

Success Profile

At Fisher, our entry-level service roles demonstrate the following traits, and all are equally important to their success.

  • Strong Communicator
  • Results Driven
  • Trustworthy
  • Customer Focused
  • Collaborative
  • Detail-oriented

Culture

  • At Fisher, you will find a welcoming and inclusive work environment where you can grow, thrive, and do your best work. Our teams are collaborative and employees are encouraged to work with experienced professionals and managers from different business areas. Award-winning training programs support employees’ ongoing development and success. Our career development offerings include mentoring, internal talent advising, global job shadowing, career counseling, bridge programs, and more.
  • Outstanding performance is recognized and rewarded at Fisher, and with our open career paths, you have the option to choose your own adventure and explore internal career promotions and opportunities. If you are ready to tackle new responsibilities and grow a rewarding career, Fisher is for you!

Potential Career Path

Where you go next at Fisher is up to you!

Career Path

Our Global Benefits

We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options, and additional benefits that support your health and financial wellness.

  • Health Care

    Quality health care packages offered globally, covering you and your qualified dependents.

  • Work-Life Balance

    We provide various forms of support and flexibility so you can achieve appropriate balance across all your priorities.

  • Awards & Recognition

    We celebrate achievements and drive a strong culture of recognition across the organization.

  • Time Off

    Our annual leave packages and country-specific paid holidays help you balance work and free time.

  • Retirement Plans

    Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.

  • Career Growth
    & Development

    Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

The Opportunity:

As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm.

The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees).


The Day-to-Day:

  • 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

Your Qualifications:

  • 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

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

  • 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

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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Hear from a Fisher Client Development Associate

"This was my first professional job outside of college, and Fisher has taken me from a college graduate who didn’t have a business or finance background and majored in education to become a savvy businesswoman who is gaining knowledge."

-Caitlind

Read More Hear from a Fisher Client Development Associate

The culture, benefits, and mission to better the investment universe were what originally attracted me to Fisher. It feels good to work for a company that always puts their clients’ interests first. Not only are you working for a company who does this, but you are surrounded by a group of employees who share the same common goal. Caitlind D. UK Client Development Associate Fisher Investments
I started at Fisher as a Client Service Associate working with existing clients. Fisher is a great place to grow a long-term career. I have found fulfillment, upward mobility, stability, rewarding challenges, community, work-life balance, and more! In each role I’ve been in, I’ve learned new skills that continue to build and compound on each other for my next challenge so I can continue to grow. Maxwell W. Account Executive Team Leader Fisher Investments
I felt incredibly supported during my initial training as a Client Service Associate (CSA). The training program did a great job hitting each type of learning style, which is something I didn’t expect. All of the CSA new hires sat in a training pod with a mentor who was dedicated to helping us learn the role. This gave us the space and confidence to ask questions more frequently. Rianna S. Client Service Associate Team Leader Fisher Investments
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