Job
Client Operations Associate, Quality Assurance
Fisher Investments
•
1mo ago
đź’Ľ Graduate Job
London
AI generated summary
- You must be reliable, accurate, engaging, and committed to quality work within deadlines. A team player with strong communication skills to support our global client base.
- You will review client documents, set up accounts, collaborate with teams, ensure compliance, and provide high-quality service behind the scenes at a leading investment firm.
Description
- Investing can be one of the most important and challenging endeavours in people's lives. As an International Client Operations Associate, you will become an expert in the details of financial accounts for clients in multiple countries across Europe, all from our office in London. Reporting to your team manager, you'll ensure our clients receive the care they deserve. An International Client Operations role is not just a job; it is an amazing opportunity to help grow a new group and develop your professional skills for future career progression.
Requirements
- A university degree or equivalent combination of education and experience
- Highly reliable and accurate
- Commitment to maintain quality of work while sticking to a timeline
- You are engaging and can connect with a wide array of audiences by phone and email
- Responsible, accountable and works well in a group setting
- Client focus with desire to support our global growth
Education requirements
Bachelors
Area of Responsibilities
Business, Operations & Strategy
Responsibilities
- Provide high-quality customer service by working behind the scenes with no direct client interaction
- Review all client documentation, including anti money-laundering documents, to correctly evaluate their suitability from a company and risk perspective and ensure quality and legal requirements are met
- Collaborate with partner groups to verify that operational aspects of every client relationship is set up correctly and all internal requirements are performed accordingly
- Set up accounts internally for trading
- Review all inbound and outbound communications identifying potential obstacles in the asset transfer process and reviewing client correspondence for accuracy
- Review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
- Continuously follow all compliance procedures
Details
Work type
Full time
Work mode
office
Location
London