800 Client Service Associate jobs in the United Kingdom
Swedish Client Service Associate
Posted today
Job Viewed
Job Description
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
- 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
Swedish Client Service Associate
Posted today
Job Viewed
Job Description
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
- 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
Swedish Client Service Associate
Posted today
Job Viewed
Job Description
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
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:nEvery 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:nA 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:n100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependentsn28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysnEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employeesn$10,000* fertility, hormonal health and family-forming benefitnA 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 contributionsnGym subsidy of up to £50 per monthnEmployee Assistance Program and other emotional wellbeing servicesnA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsnThis 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.n*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
Swedish Client Service Associate
Posted today
Job Viewed
Job Description
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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsThis 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
VP - Client Service Associate Nordics (London or Stockholm based)
Posted 24 days ago
Job Viewed
Job Description
To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base across EMEA and LatAm. Work closely with the Nordic client coverage team to support clients throughout the full life cycle; ensuring that all clients' requirements are met. The position requires good understanding of the asset management business and an ability to execute on tasks and ensure key stakeholders are kept updated.
**Primary Responsibilities**
+ Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client's requirements and our legal obligations
+ Ensure the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts
+ Understand clients' investment objectives, assigned mandates and portfolio composition & strategy.
+ Be an internal advocate for the client; liaise with the portfolio management and internal support teams across the globe with appropriate insight into client requirements
+ Maintain ongoing dialog with our clients, ensuring all servicing needs are delivered upon;
+ Ensure the ability to support clients with their regulatory reporting requirements across client types and geographies
+ Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
+ Define and manage team projects to enhance internal client service procedures in accordance with industry best practices
**Key Requirements / Qualifications** (essential unless stated)
+ 5+ years of relevant industry experience, ideally handling Nordic client base
+ Understanding of equity and fixed income strategies; knowledge of alternatives strategies is preferred
+ Extensive experience in dealing with UCITS fund onboarding and queries & experience in the onboarding of segregated accounts
+ Excellent presentation, writing and oral communication skills
+ A proven ability to build and develop strong internal and external relationships
+ Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter,
+ Strong analytical and problem solving, coordination skills
+ Proficient in Microsoft Word, Excel, PowerPoint
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
Client Service & Investor Relations Associate
Posted 1 day ago
Job Viewed
Job Description
Salary: £30,000 per annum
Location: Office-based (8:30 AM - 5:00 PM)
Industry: Financial Services
Overview:
As a key member of an 8-person Client Service and Investor Relations team, you will play a pivotal role in managing client interactions, resolving queries, and ensuring the accuracy and compliance of investor-facing documentation. This position combin.
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Customer Service Associate
Posted 10 days ago
Job Viewed
Job Description
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow-people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.
**Job Description:**
**Company overview**
Marken, UPS Healthcare Precision Logistics (formerly Marken, MNX & Polar Speed), the clinical and advanced therapy subsidiary of UPS Healthcare, unites expertise across healthcare and complex secure logistics to drive the success of our clients through innovation.
**Job Purpose:**
To provide an enhanced level of customer services and operational support. Customer Services agent will deal with shipment specific and other service-related issues. Successful candidate's for this role will be fluent in French and English, Polish and German advantageous but not essential.
**Main Duties and Responsibilities:**
+ To monitor all shipments on a daily basis to ensure that shipments are collected and delivered within agreed time frames.
+ Working with customers, internal & external, on daily basis with the aim of developing an excellent working relationship.
+ Working with patients to ensure that collection requirements are met and that they are kept informed at all times during the process to ensure visibility.
+ Booking and processing booking requests within Marken's internal database, generating and verifying shipping documentation where applicable.
+ Liaise with all relevant departments within the Global and Domestic Marken network to ensure that all customer requirements are met.
+ Working all Marken offices and Local Service Providers to ensure the logistics transfer is handledefficiently thus meeting desired turnaround times.
+ Entering clinical trial sites into Marken's internal database (where necessary).
+ Answering and dealing with general telephone and e-mail requests from external customers and internal offices/agents.
+ Preparing, verifying and distributing country specific project documentation.
+ Filing and archiving whererequired.
+ Attending customer meetings and teleconferences, when required.
**Qualifications:**
+ Skilled in use of Microsoft Suite (Excel, Word and Outlook)
+ Knowledgeable with computers
+ Thorough understanding of Aviation/Airline networks
+ Excellent communication skills and ability to influence others
+ Excellent problem solving and prioritization skills essential
+ Flexibility in working hours required. Weekend coverage required in Customer Services in some cases
**Employee Type:**
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
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Customer Service Associate
Posted 12 days ago
Job Viewed
Job Description
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow-people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.
**Job Description:**
**Company overview**
Marken, UPS Healthcare Precision Logistics (formerly Marken, MNX & Polar Speed), the clinical and advanced therapy subsidiary of UPS Healthcare, unites expertise across healthcare and complex secure logistics to drive the success of our clients through innovation.
**Job Purpose:**
To provide an enhanced level of customer services and operational support. Customer Services agent will deal with shipment specific and other service-related issues.
**Main Duties and Responsibilities:**
+ To monitor all shipments on a daily basis to ensure that shipments are collected and delivered within agreed time frames.
+ Working with customers, internal & external, on daily basis with the aim of developing an excellent working relationship.
+ Working with patients to ensure that collection requirements are met and that they are kept informed at all times during the process to ensure visibility.
+ Booking and processing booking requests within Marken's internal database, generating and verifying shipping documentation where applicable.
+ Liaise with all relevant departments within the Global and Domestic Marken network to ensure that all customer requirements are met.
+ Working all Marken offices and Local Service Providers to ensure the logistics transfer is handledefficiently thus meeting desired turnaround times.
+ Entering clinical trial sites into Marken's internal database (where necessary).
+ Answering and dealing with general telephone and e-mail requests from external customers and internal offices/agents.
+ Preparing, verifying and distributing country specific project documentation.
+ Filing and archiving whererequired.
+ Attending customer meetings and teleconferences, when required.
**Qualifications:**
+ Skilled in use of Microsoft Suite (Excel, Word and Outlook)
+ Knowledgeable with computers
+ Thorough understanding of Aviation/Airline networks
+ Excellent communication skills and ability to influence others
+ Excellent problem solving and prioritization skills essential
+ Flexibility in working hours required. Weekend coverage required in Customer Services in some cases
**Employee Type:**
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
Customer Service Associate
Posted 13 days ago
Job Viewed
Job Description
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow-people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.
**Job Description:**
**Company overview**
Marken, UPS Healthcare Precision Logistics (formerly Marken, MNX & Polar Speed), the clinical and advanced therapy subsidiary of UPS Healthcare, unites expertise across healthcare and complex secure logistics to drive the success of our clients through innovation.
**Job Purpose:**
To provide an enhanced level of customer services and operational support. Customer Services agent will deal with shipment specific and other service-related issues.
**Main Duties and Responsibilities:**
+ To monitor all shipments on a daily basis to ensure that shipments are collected and delivered within agreed time frames.
+ Working with customers, internal & external, on daily basis with the aim of developing an excellent working relationship.
+ Working with patients to ensure that collection requirements are met and that they are kept informed at all times during the process to ensure visibility.
+ Booking and processing booking requests within Marken's internal database, generating and verifying shipping documentation where applicable.
+ Liaise with all relevant departments within the Global and Domestic Marken network to ensure that all customer requirements are met.
+ Working all Marken offices and Local Service Providers to ensure the logistics transfer is handledefficiently thus meeting desired turnaround times.
+ Entering clinical trial sites into Marken's internal database (where necessary).
+ Answering and dealing with general telephone and e-mail requests from external customers and internal offices/agents.
+ Preparing, verifying and distributing country specific project documentation.
+ Filing and archiving whererequired.
+ Attending customer meetings and teleconferences, when required.
**Qualifications:**
+ Skilled in use of Microsoft Suite (Excel, Word and Outlook)
+ Knowledgeable with computers
+ Thorough understanding of Aviation/Airline networks
+ Excellent communication skills and ability to influence others
+ Excellent problem solving and prioritization skills essential
+ Flexibility in working hours required. Weekend coverage required in Customer Services in some cases
**Employee Type:**
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
Customer Service Associate
Posted 7 days ago
Job Viewed
Job Description
The opportunity
We have an opportunity for a talented Customer Service Associate to join us on the exciting and rewarding path we are taking here at Castle Trust Bank. Having become a fully authorised bank in 2020, we pride ourselves in being a fintech challenger bank, providing specialist property mortgages, retail finance lending and savings accounts to a variety of customers.
Joining our central contact centre, you will play a key role in supporting our customers by providing them with exceptional service when they call in by telephone or email us with their queries. You will receive training on two of our business lines – Savings and Omni Capital Retail Finance.
Our Savings customers might be calling to find out more about our products and to better understand our online services. They might be calling to open a new account or requiring help and support with an existing account, you will be ensuring their queries are answered effectively whilst always maintaining a positive Castle Trust Bank brand.
Omni Capital, our retail finance division, partners with retailers nationwide to provide their customers with credit solutions, that allow them to spread the cost of their purchases. You will be responsible for dealing with a variety of customer queries about their account status and balance, through to if they are having difficulty in making payments. Whilst every customer is unique, the types of queries you will be dealing with each day will soon become familiar to you.
We also manage customer contact through email and messages sent through our online portal so your written output needs to be of a high standard.
This is a full-time role based from our Basingstoke office, hours are Monday to Friday 09:00 to 17:30. Start date expected to be September 2025.
What we are looking for in you….
What is important to us is that you have proven experience working in a customer service setting dealing with customers in a telephony environment and used to taking a volume of calls every day. If you have previous experience in financial services then this would be an advantage, however this can be taught. What is more important is that you have a positive attitude with a passion for supporting and helping people and delivering a first-class customer experience. You will need to be confident in using computer systems, however training will be provided in terms of the specific systems that we use.
What is equally important is that you are self-motivated whilst being comfortable working well as part of a team with the ability to pay meticulous attention to detail. The role is varied; therefore, you will need to be comfortable in prioritising your tasks effectively and completing them proactively. Our environment is constantly evolving; therefore, it is also important that you are comfortable with adapting to change. You will need to be confident working with various computer systems; therefore, it is desired that you have a good understanding of Microsoft Office products.
What’s in it for you…
As well as a competitive salary (starting at £24,500 per annum, rising to £26,500 once competent in role), we offer an annual performance related bonus (up to 10% of base salary) based on individual and company performance. In addition, a generous contributory pension scheme through Hargreaves Lansdown, life assurance, 25 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply). In addition, you will receive an extra day paid annual leave for Volunteering.
Wellbeing is also high on our agenda, and we offer healthcare benefits through Equipsme. In addition, all colleagues have free access to Lifeworks EAP to support their health and wellbeing. We also offer free eye test vouchers and discounted gym membership, and if that’s not enough, we also offer season ticket travel loans (if applicable).
Recruitment process
1) Initial call with HR to discuss your application
2) Interview with the hiring team at our Basingstoke office
Caught your attention? If so, we’d love to talk to you and tell you more about what it’s like to work at Castle Trust Bank – The Place To Work!
Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status/characteristic protected by law and will always base our decisions on merit.
We are proud to support people with disabilities and are committed to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role you will be offered an interview. Should you require any reasonable adjustment to support you in your application for one of our opportunities, please contact
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