39 Service Client jobs in the United Kingdom

Program Manager for Digital Engineering Service(Client Service)

London, London MUFG

Posted 2 days ago

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Job Description

**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Group's operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japan's leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japan's largest securities firms.
The Project Promotion team is part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
The Digital Engineering Service Portfolio is part of the Project Promotion team which delivers EMEA and global projects within the planned schedule and budget.
**NUMBER OF DIRECT REPORTS**
2-3 Consultants / Contractors as part of wider project delivery team.
**MAIN PURPOSE OF THE ROLE**
+ The successful candidate will be part of the Digital Engineering Service Portfolio Change function, reporting into the Portfolio Lead and its corresponding delegate on a regular basis.
+ The Program Manager is responsible across each program/project for ensuring quality, outcomes, timelines and cost requirements are met. Among other Project Management tasks, the candidate will be responsible for the creation and maintenance of RAID logs, Business Justification documents, and Status reporting activities.
+ The Program Manager will need to have extensive experience in Financial Institutions.
+ Strong communication and interpersonal skills is a must, and candidates must have a well-organized structured approach to managing medium to large projects and work well with senior stakeholders, subject matter experts and consultants.
+ To engage key staff in Technology team (as well as other key stakeholders from other departments) who are impacted by the portfolio of investment and (in-scope) expense projects.
+ To provide accurate, and concise, point-in-time reporting to all stakeholders, generated from golden source tools including the General Ledger, and PPM (Portfolio, Program, Project Management) tools.
**KEY RESPONSIBILITIES**
+ Co-ordination across projects / work streams and across wider program to ensure synergies are identified and optimized
+ Partner with key stakeholders across the 1st and 2nd LoD to ensure compliance with relevant firm policies and framework, understand external regulatory expectations and industry standards, where appropriate
+ Oversee analysis / output and form clear recommendations and proposals that are based on sound business rationale ensuring consensus and collaboration with functional partners required to opine or sign off
+ Run and manage steering committees (if required), working groups (cross functional) and ensure accountability of actions against planned timelines.
+ Be a trusted partner functional stakeholders and Planning department ensuring updates, issues and consensus is effectively managed and delivered.
+ Manage implementation deliveries ensuring transparency of risks, issues and dependencies that are fully aligned to functional / business owners.
+ Develop detailed project plans incorporating inputs from all project participants, and report on status of deliverables.
+ Manage the project costs against budget and report status update on the project budget.
**WORK EXPERIENCE**
Essential:
+ Experience in successfully leading full lifecycle complex projects
+ Minimum 10 years proven track record delivering projects to financial institutions within time and budget.
+ Strong governance approach to delivery
+ Effective communication and leadership
+ Experience of working with and negotiating contracts for vendors and consultancies
Preferred:
+ Strong knowledge of banking regulations and running regulatory projects.
+ Good understanding of financial products and front-to-back processes.
+ Demonstrable track record of managing multiple stakeholders and building relationships across diverse skill sets and across the organisation.
+ Coaching, mentoring and leadership skills
+ Excellent communication skills and the ability to communicate at all levels.
+ Proven experience of managing budgets.
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
+ Proven experience and expert understanding of delivering through full project lifecycle SDLC/PDLC using waterfall and agile approaches
+ Strong project delivery and deadline management
+ Financial - cost categorization (capital vs expense)
+ Demonstrable track record of managing multiple stakeholders and building relationships across diverse skillsets and across the international organization
+ Direct experience in managing multiple functional stakeholder (senior level) and consultants to derive clear and tangible outcomes
+ Experience with identifying project outputs and tracking Business benefits.
+ Familiarity with / experience of adhering to key controls (including SOX, project delivery standards, third party risk management, operational resilience management, operational risk management, data protection and financial services regulations)
**Please note MUFG operate a hybrid working policy with 3 days in the office per week.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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Client Service Administrator

Oxfordshire, South East £25000 - £26000 Annually Plus One Recruitment

Posted 8 days ago

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Job Description

permanent
Our client is a highly successful supplier of technical services to the financial services sector. Due to growth, they are now looking to recruit for a customer-focused administrator, to support their client's data requirements. 

This position requires excellent communication abilities, attention to detail, and essential understanding and awareness of the importance of data privacy.

Key Responsibilities:
  • Responsible for managing one of the products/services we offer to our clients.
  • Responsible for communicating with our clients by videocall, phone and email and with their third party suppliers.
  • Being a friendly and professional contact point for our clients and their staff, communicating with stakeholders at all levels.
  • Performing daily/weekly/monthly data checks on data from clients and their third-party suppliers.
  • Checking data flows and quality of the data. Look for efficiencies and improvements that can be made to the products.
  • Produce timely and accurate Management Information for clients.
  • Analysing data where required by management, clients and stakeholders.
  • Support to clients and stakeholders through a helpdesk system and ad-hoc requests.
Key Skills & Experience Required:
  • Highly numerate with an A Level in maths being desirable (not a pre-requisite).
  • Familiarity with phone / video call etiquette and professional communication standards is essential.
  • Ability to communicate effectively both verbally and in writing at various levels.
  • Experience in data entry, reconciliation and ability to analyse data is desirable.
  • Strong problem-solving skills with the desire to provide superior customer service.
  • Proactive, with a can do and inquisitive attitude.
  • Self-motivated with the ability to work independently as well as part of a team.
  • Strong computing, PC and Internet literacy – Higher understanding of excel essential.
  • Ability to multi-task and shift priorities at short notice.
  • Live within a short commute of Kidlington, Oxfordshire.
If you feel that you have the skills and experience that our client is looking for, then please apply today for a fast response.
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Client Service Executive

Buckinghamshire, Eastern £26000 - £28000 Annually Grafton Recruitment

Posted 11 days ago

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Job Description

permanent


Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're now looking for a Client Service Executive to join their team.
This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You'll be the first point of contact for clients, providing expert support and building strong, lasting relationships.
Key Responsibilities:

  • Provide prompt and effective assistance for online platform queries.
  • Support clients with currency trade execution and ensure accuracy.
  • Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
  • Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
  • Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
  • Manage client accounts, monitor progress, and address concerns proactively.
  • Prepare and deliver reports, proposals, demos, and training sessions.
  • Identify upselling and cross-selling opportunities to enhance client relationships.


Experience required:

  • 1-3+ years in a client-facing or customer service role.
  • Strong communication and problem-solving skills.
  • Detail-oriented, especially with financial data.
  • Experience in Fintech or financial services is a plus.

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.

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Client Service Executive

HP10 Wooburn, South East Grafton Recruitment

Posted today

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Job Description

full time


Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're now looking for a Client Service Executive to join their team.
This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You'll be the first point of contact for clients, providing expert support and building strong, lasting relationships.
Key Responsibilities:

  • Provide prompt and effective assistance for online platform queries.
  • Support clients with currency trade execution and ensure accuracy.
  • Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
  • Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
  • Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
  • Manage client accounts, monitor progress, and address concerns proactively.
  • Prepare and deliver reports, proposals, demos, and training sessions.
  • Identify upselling and cross-selling opportunities to enhance client relationships.


Experience required:

  • 1-3+ years in a client-facing or customer service role.
  • Strong communication and problem-solving skills.
  • Detail-oriented, especially with financial data.
  • Experience in Fintech or financial services is a plus.

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.

This advertiser has chosen not to accept applicants from your region.

Client Service Associate

London, London Neuberger Berman

Posted 2 days ago

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Job Description

**Position Overview**
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:
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Client Service Coordinator

Yeovil, South West Old Mill

Posted 6 days ago

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Job Description

Permanent

We are looking for a Client Service Coordinator to join our Rural Accountancy Team in Yeovil. As a Client Service Coordinator, you will be an integral part of our team and a key point of contact for our valued clients, strengthening client relationships and service quality.

With you deadlines are met, standards are kept and communications are flawless. You are looking for your next challenge, and we are ready to welcome you to Old Mill.

This role is busy and varied, and as such, it will suit someone who thrives in a dynamic and challenging environment.

Requirements

You are a vital touchpoint for clients ensuring correspondence is timely, accurate, and efficient. Establishing a good rapport and high levels of trust with clients, you will contribute to the workflow within the team and therefore ultimately to client service satisfaction.

Building a knowledge base of procedures, problems, and resolutions you will be effectively communicating with the team and clients daily to ensure the flow of work, sharing, and assigning responsibilities.

You are extremely organised with the ability to work to moving deadlines, you are proactive in your approach to work, always thinking that one step ahead, and can positively drive actions and outcomes from other team members.

It is likely that you have experience in a Professional Services or Customer Service environment and can confidently demonstrate your strong administrative qualities. You are confident and competent in your computer skills you will be using online systems daily, such as Microsoft Teams as well as CRM, accounting software and document filing systems

About Us
At Old Mill, we believe that respect, trust, and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you’ll be empowered to make a real impact.

We take pride in fostering a supportive, inclusive environment that values professional growth, flexible working, and individual wellbeing. Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.

If you’re looking for a company where your contributions are valued and you can genuinely make a difference, Old Mill is the place for you.

Benefits

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

  • Generous Holiday Allowance – Start with 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
  • Celebrate Your Birthday – Enjoy an extra day off to celebrate.
  • Flexible Working – Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
  • Employee Assistance Programme – Confidential support available 24/7 for your mental, physical, and financial wellbeing.
  • Perks and Discounts – Access to exclusive employee discounts on a wide range of products and services.
  • Pension Scheme – A competitive pension to help plan for your future.

Piqued your interest?

We’d love to chat! For more information or an informal discussion, please contact

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Client Service Manager

Holborn, London Vitesse PSP

Posted 335 days ago

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Job Description

Permanent

We’re looking for a Client Services Manager to join our Team in Holborn, London. You will be working primarily with our Relationship Management and Business Development teams to build strong relationships and support commercial growth across our client base. 

The Client Services Manager role specifically falls within the Commercial Team, which is part of Vitesse’s broader Commercial Sales Team, reporting to our Head of Client Services. 

Through proactive engagement, you will gain exposure to all products, solutions and processes to support our customers’ businesses. As the clients go-to person within Vitesse, you will work alongside various Product and Operations teams to deliver exceptional levels of customer service, whilst supporting the Commercial Team to grow revenues for a portfolio of clients. 

Responsibilities

  • Develop strong relationships with our existing customers through proactive engagement, effective communication and a deep understanding of our product offering. 
  • Collaborate closely with your established colleague network across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner. 
  • Drive revenue growth across key customers, working alongside the Commercial team to execute the broader sales strategy from onboarding prioritisation to optimising payment flows.  
  • Collaborating with customer support relating to complex queries. 
  • Handle customer escalations across service points – including co-ordinating response and holding internal teams accountable for resolution. 
  • Adherence to response time SLAs, seeking opportunities to improve quality and speed and working with support and ops team to embed new processes. 
  • Adopt a value-based approach: demonstrate the value of our capabilities to influence decision-makers, internal and external, through informed and constructive conversations such as; product developments, service levels, managing client expectations, strategic planning and growth targets. 
  • Leveraging industry expertise and client feedback to improve our product proposition. Work closely with Implementation, Solutions, Operations and Product teams to create more value for our existing client base. 

Requirements

  • Experience in a customer facing role with a strong client-oriented focus. 
  • Payments knowledge and Industry experience is advantageous.
  • Analytical mindset - ability to utilise data to support strategy and decisions. 
  • Effective communicator and good listening skills are essential. 
  • Proficient in excel, word, power point & outlook. 
  • Ability to build and grow sustainable client relationships. 
  • Ability to prioritise workloads and complete tasks in a timely manner. 
  • Ability to work effectively in a team to deliver solutions for clients. 
  • Strong sense of ownership and accountability 
  • Used to working in a fast-paced environment. 
  • Highly motivated to work in a start-up environment! 

Benefits

    • 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays  
    • Hybrid working arrangements – minimum 2 days in the office, Tuesday - Thursday 
    • Contributory pension scheme  
    • Enhanced Parental leave   
    • Cycle to Work Scheme  
    • Private Medical Insurance with AXA 
    • Unlimited access to therapy sessions through our partner, Oliva   
    • Discounted Gym membership through Gympass 
    • Financial Coaching with Octopus Wealth  
    • 2 days of volunteering leave per year  
    • Sabbatical after 5 years’ service   
    • Life Assurance - MetLife (UK employees only)
    • Ongoing Learning and Development to support you reach your career goals  

We are Vitesse – the payment provider of choice for the insurance and treasury industry.  

Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA regulated payments business that is driven to be the payment partner of choice for the insurance market, by providing global payment services and treasury optimisation.  Operating one of the largest domestic banking and payment settlement networks in the world, we give our customers direct access to more than 170 countries and territories, covering over 110 currencies. Through a single integration, insurers can use this network to pay claims in as fast as 45 seconds, delivering a better customer experience to their claimants.  Our market-leading treasury optimisation service brings complete control and transparency to insurers and allows them to have their money in the right place, at the right time, to make that all important payment - fast, and when their customers need it most.   

With now over 160 employees across Europe and our London headquarters, $26m series B funding in 2022 in the bag and approaching £8bn in processed transactions, we are only just getting started.     

We are collaborative, customer centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd’s of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference.   

As we continue to scale up, we want like-minded humans to join us on this exciting journey.  Are you ready?  

Vitesse at our best – our values 

The Vitesse values are a true reflection of what it takes to thrive in our business, so it’s important to us that any employee who joins our business is aligned with these 3 attributes 

Confident Humility 

We don’t do ego and we know that unless we all win, none of us win. We admit when we’re wrong, ask for help and always think about the wider business before ourselves.

Driven to Succeed 

We see the opportunity ahead of us and we won’t stop until we fulfil the potential we know we have. We hold ourselves to high standards and deliver high quality outcomes for Vitesse and our customers.  

Tenacious Responsibility 

We take ownership for our actions and decisions, and face into the challenges that come our way. We are committed to seeing things through to completion, even in the face of adversity. 

We are an Equal Opportunity Employer   We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of Unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect.  

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Swedish Client Service Associate

London, London Fisher Investments

Posted today

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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

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Swedish Client Service Associate

London, London Fisher Investments

Posted today

Job Viewed

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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

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Client Service Director - Strategic

KT16 0RS Chertsey, South East Blue Square

Posted today

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Job Description

permanent

ARE YOU THE ONE?

As our Client Service Director, accountable for all Blue Square employees embedded within Samsungs head office, youll be the strategic powerhouse behind multiple senior client relationships.

Youll be responsible for setting the vision, driving growth, and delivering operational excellence across the account. But your impact goes deeper, youll lead the talent strategy with foresight .


WHJS1_UKTJ

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  12. restaurant Catering
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  14. science Chemical Engineering
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  16. foundation Civil Engineering
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  18. diversity_3 Community & Social Care
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  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
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  23. medical_services Dental
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  30. gavel Government & Non Profit
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  33. beach_access Hospitality & Tourism
  34. groups Human Resources
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  39. code IT & Software
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  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
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  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
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  52. medical_services Nursing
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  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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