Client services associate Work, Jobs in North London, Gtl (with Salaries)

Private Client Onboarding Administrator
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Bachelor's degree
- Annual leave
- Work from home
1h
Associate Director, BCO
HSBC Global Services Limited —London
- Full-time
- English
- Analysis skills
- Continuous improvement
1h
VP I - Sales Growth Enablement
HSBC Global Services Limited —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Sales
1h
Client Services Associate - London
TransPerfect —London
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
Quick apply
10d
Transaction Banking, 1st Line Financial Crime Risk, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- English
- Master's degree
- Employee assistance programme
Client Services & Support Specialist- London, UK
FXSpotStream —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Training Coordinator
Itecskills —London
- £27,000 - £30,000 a year
- Full-time
- Sales
- Marketing
- Organisational skills
- Profit sharing
- Annual leave
Quick apply
People Administrator (12 month fixed term)
Carnall Farrar —London
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor's degree
- Driving
- Health & wellbeing programme
- Annual leave
Quick apply
French Wealth Solutions Associate (French Assurance Vie Associate)
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- Bachelor's degree
- No degree
- Annual leave
- Work from home
Middle Office Associate
Corpay —London
- Full-time
- Communication skills
- Life insurance
Customer Service Associate (12 month FTC)
Richemont —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
8d
Client Services Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Life insurance
Associate, Client Servicing
MUFG —London
- Full-time
- Computer literacy
- Analysis skills
- No degree
14d
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
KYC Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Life insurance
Legal Practice Assistant
King & Spalding —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Gym membership
Customer Success Associate
MillTechFX —London
- Full-time
- English
- Communication skills
- Time management
- Annual leave
1d
Store Associate - 'The Ordinary' - Commercial St
DECIEM —London
- Part-time
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee assistance programme

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client services associate jobs near north london, gtl

Private Client Onboarding Administrator

Fisher Investments Europe -
London

Apply Now

Job details

Full-time
1 hour ago

Benefits

Annual leave
Company pension
Work from home
Employee assistance programme

Qualifications

Microsoft Powerpoint
Microsoft Word
Bachelor's degree
Morningstar
Communication skills

Full job description

Overview:

The Opportunity:

The Private Client Onboarding Administrator provides operational support to a team of Onboarding Associates, Private Client Advice Analysts (PCA Analyst) and Private Client Directors/ Executives (PCD/Es) in providing regulated and suitable advice to prospective and existing clients of Fisher Investments and FIE. The purpose of this advice is to help clients meet their long-term goals and objectives. In order to achieve this, an Administrator will carry out a variety of core and ad-hoc administrative tasks. This includes, but is not limited to, producing materials for prospective client meetings, organizing and inputting data for the analysis of prospective client investment portfolios and generating cash flow simulations, following up with third party providers and processing prospective client documents.

The Day-to-Day:

Input data to generate Morningstar fund mappings
Input data to generate cash flow simulations.
Use MS Word, Excel, Adobe and PowerPoint to format and produce information for inclusion in client reports.
Upload, mail and pre-fill client documentation.
Follow up with third party providers to confirm receipt of client letters of intent to obtain information.
Assist as needed in performing any additional ad-hoc tasks required to support the department.

Your Qualifications:

A University degree or equivalent combination of education/experience.
Commitment to maintain quality of work whilst sticking to a timescale.
Strong oral and written communication skills.
Goal oriented, responsible, accountable, and self-motivated.
Highly reliable and eager to work in a collaborative environment to support high-volume output with accuracy.
Desire to build a career in the investment management industry.

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
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
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

Apply Now

Refine Your Search

client services associate jobs in north london, gtl

Private Client Onboarding Administrator

Associate Director, BCO

VP I - Sales Growth Enablement

Client Services Associate - London

Transaction Banking, 1st Line Financial Crime Risk, Associate, London

Client Services & Support Specialist- London, UK

Client Services Associate

Training Coordinator

People Administrator (12 month fixed term)

French Wealth Solutions Associate (French Assurance Vie Associate)

Middle Office Associate

Customer Service Associate (12 month FTC)

Client Services Associate

Associate, Client Servicing

Customer Experience Associate

Client Services Associate

KYC Associate

Legal Practice Assistant

Customer Success Associate

Store Associate - 'The Ordinary' - Commercial St

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