Italian Client Service Associate
$10kFisher Investments
The Opportunity: As an Italian 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 analyses and portfolio recommendations based on the current financial 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 Italian 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
$10k
...The Opportunity: As an Italian 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...Italian language skillsLocal area$15 - $40.87 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...SuggestedHourly payTemporary workWork at officeLocal area$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the...SuggestedWork at office- ...Client Service Associate Investments, estate, tax and financial planning all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice...SuggestedPermanent employmentWork at officeLocal area
- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...SuggestedFull timeRemote work
- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary...Work at office
$48.4k - $60.5k
...Sr. Client Services Associate The Senior Associate, Client Services is responsible for responding to and resolving a wide range of complex client inquiries and requests. This role acts as a liaison between departments within FMI as well as between FMI and its partners...Work experience placementWork at office$50k - $55k
...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...Local area- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity...
$60k - $65k
...Client Service Associate Boston, MA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to...InternshipWork at officeRemote work2 days per week- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management...Work at office
$40k - $59.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...Weekend workAfternoon shift
$60k - $80k
...Frequent custodian interaction & paperwork processing. Schedule client meetings. Basic preparation and follow-up for client... ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our...Local areaFlexible hours$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Temporary workWork at officeLocal area$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...Work at officeMonday to Friday$70k - $80k
Role Overview As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation...Work at officeLocal area- A leading financial advisory firm based in Boston is seeking a Client Service Associate to manage client interactions and account processes. This role involves scheduling meetings, preparing reports, and ensuring compliance with company policies. Candidates should possess...
$31.2k - $90k
POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The PWM Client Service Associate assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal area$45k - $60k
Brown Brothers Harriman in Boston is seeking a Client Service Representative - Alternatives to enhance their Alternative Client Service offering. This entry-level role involves business implementation requests and automation initiatives, utilizing tools like Alteryx and...- A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should...
- ...Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of...Temporary workWorldwide
$120k - $150k
Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4-6 years...- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- ...A growing travel business is seeking a full-time remote Client Services Associate to handle customer inquiries and provide exceptional support. The role involves assisting with travel bookings, resolving client issues, and collaborating with the finance team on payments...Full timeRemote work
- ...Client Support Associate Park 6 Logistic is a fast-growing company dedicated to delivering efficient logistics and operational support solutions... ...professional support and assistance to clients regarding services, updates, and requests Maintain accurate client records...Full time
- ...LHH is working with a well-established, full-service law firm in Boston is seeking an associate to join its growing Private Client Services group. This is an opportunity to work closely with individuals and families on sophisticated estate planning, trust administration...Private practice
- ...Job Description Job Description LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies...
$25 - $28 per hour
...producing high-precision instruments for the Italian Navy with a pulse on innovation and... ...with special projects when needed. Client Relationship Management Contribute... ...existing relationships through exceptional service and other Panerai CRM initiatives. Applies...Italian language skillsHourly pay
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