Client Service Expert
5 days ago
Fisher Investments Luxembourg – Dublin Branch is a European subsidiary of Fisher Investments, a global leader in investment management providing bespoke portfolio management services to high net worth individuals and institutions.
With over a decade of exponential growth, we seek highly motivated finance professionals to join our team as Investment Counsellors, driving our expansion in Europe and contributing to the advancement of the financial industry in Denmark.
Investment Counsellor Role:
The Investment Counsellor will be responsible for managing relationships with high net worth clients in Denmark from our Dublin office, focusing on delivering exceptional service and creating lasting connections.
Responsibilities:
- Build long-lasting relationships with clients, ensuring exceptional service delivery
- Manage a portfolio of high net worth relationships with approximately €100-150 million in assets
- Act as the primary point of contact between clients, internal teams, and external partners
- Communicate portfolio updates, market insights, and investment strategies to clients
- Pursue advanced education and training in finance and capital markets
Requirements:
- Minimum 2 years' experience working with private clients in banking/wealth management
- Strong knowledge of financial markets, concepts, and trends
- Native Danish and native or fluent English language skills; proficiency in other European languages is beneficial
- Effective communication and interpersonal skills
- Ability to empathise with clients during challenging situations
- MiFID certification or equivalent
- CFA or similar education is advantageous
Benefits:
Fisher Investments prioritises client satisfaction, provides exceptional service, and adopts a tailored approach to investing. Our transparent fee structure and collaboration with reputable European custodians ensure clients receive the best possible experience.
We aim to support our employees' long-term goals with various benefits, including:
- 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and qualified dependents
- 28 days annual leave, with the option to purchase up to 3 additional days per year, plus 11 paid holidays
- Enhanced maternity pay package with 26 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 pension contribution of your base pay and an additional company match of up to 5% of base pay
- Monthly gym subsidy of up to €50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment with ongoing training, educational support, and employee appreciation events
- This is an in-office role. Eligibility for our hybrid work from home program may be available based on role, tenure, and performance.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
-
Client Service Expert
5 days ago
Dublin, Dublin City, Ireland The Stepstone Group Full timeAbout UsThe Stepstone Group is a global company that values diversity and inclusion. We strive to create a workplace where everyone feels welcome and empowered to succeed.Your RoleAs a Client Service Expert, you will be responsible for providing top-notch service to our B2B clients. This includes:Providing client and internal support to ensure seamless...
-
Client Service Expert III
6 days ago
Dublin, Dublin City, Ireland Fidelity Investments Full timeFidelity Investments is seeking a skilled Institutional Relationship Manager III to join its Dublin team. In this role, you will be part of the growing Digital Assets business unit, focused on building strong relationships with institutional clients.Key ResponsibilitiesDevelop and maintain relationships with institutional clients, understanding their needs...
-
Global Client Service Representative
2 days ago
Dublin, Dublin City, Ireland Interactive Brokers Full timeJob DetailsInteractive Brokers is seeking a highly skilled banking professional to fill the role of Financial Services Expert: Funds. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our company.About UsWe are a global financial services company with a reputation for innovation and excellence. Our team is...
-
Client Services Advocate
6 days ago
Dublin, Dublin City, Ireland Cpl Healthcare Full timeAbout Cpl HealthcareCpl Healthcare is a leading provider of recruitment solutions to the healthcare sector. We are committed to delivering exceptional service to our clients and candidates. Our team of experts has extensive experience in recruitment, talent management, and employee engagement.We are seeking a highly skilled Content Reviewer to join our team...
-
Client Onboarding Expert
1 day ago
Dublin, Dublin City, Ireland Lex Consultancy Ltd Full timeWe are looking for an experienced Client Onboarding Expert to join our team at Lex Consultancy Ltd. The successful candidate will be responsible for managing the client billing process.Key Tasks:Management of the client onboarding process to ensure accurate billing documentation.Establishment of billing timelines through partnership with other teams.Proper...
-
Client Development Expert
57 minutes ago
Dublin, Dublin City, Ireland Barclays Full timeThe Client Development Expert at Barclays is responsible for developing and implementing strategies to grow our corporate banking portfolio. This is an exciting opportunity for a talented professional to take on a leadership position and drive business growth.About the RoleYou will be responsible for building and maintaining strong relationships with...
-
Global Tax Experts for International Clients
7 days ago
Dublin, Dublin City, Ireland REACH INTERNATIONAL INC Full timeJob Title: Global Tax Experts for International Clients">About the Role:">We are seeking experienced tax experts to join our team in Dublin, Ireland. As a Global Tax Expert, you will work closely with clients to advise on the planning implications of international assignments and ensure they are compliant with tax laws in various host jurisdictions.The ideal...
-
Client Accountant Manager
6 days ago
Dublin, Dublin City, Ireland Randstad Client Solutions Ireland Full timeKey Responsibilities & Duties: * Oversee a substantial portfolio of SME clients, acting as the main point of contact and coordination for the delivery of accounting and tax compliance services, which includes: Preparation of financial statements (non-audit) Corporate tax compliance Company secretarial compliance Payroll management VAT services * Supervise...
-
Client Services Associate
7 days ago
Dublin, Dublin City, Ireland Bruin Full timeKey Responsibilities:This role will entail:Building and maintaining strong relationships with high-net-worth clientsManaging a portfolio of €100-150 million in assetsProviding expert guidance and insights into client portfoliosGaining in-depth finance and capital markets trainingThe successful candidate will be an integral part of our team, prioritizing...
-
Client Facing Product Expert
7 days ago
Dublin, Dublin City, Ireland MUFG Investor Services Remote Work Freelance Full timeOur RoleThe product management organization at MUFG Investor Services is focused on three core areas: execution and delivery of product-approved projects, business development activities, and maintenance of the target operating model.We collaborate with stakeholders to generate and document business requirements for development. Our team consists of product...
-
Global Client Acquisition Expert
2 days ago
Dublin, Dublin City, Ireland Google Full timeJob DescriptionWe are seeking a Global Client Acquisition Expert to join our team. As a key member of our Customer Onboarding team, you will be responsible for helping new customers acquire our advertising solutions.Your primary goal will be to build relationships with clients, understand their business challenges, and develop strategies to meet their...
-
Client Relations and Upsell Expert
2 days ago
Dublin, Dublin City, Ireland dxFeed Full timeAbout UsDevexperts is a leading provider of trading platforms and brokerage automation solutions to financial institutions. We are committed to delivering high-quality products and services that meet the evolving needs of our clients.Job DescriptionWe are seeking a highly skilled and experienced Client Relations and Upsell Expert to join our team. The...
-
Private Client Service Expert
1 day ago
Dublin, Dublin City, Ireland Clarity Search Partners Full timeJob DescriptionWe are seeking a Tax Assistant Manager to join our Private Clients department, where you will play a key role in developing and maintaining relationships with private clients. As a member of our team, you will have the opportunity to work closely with partners and senior management to deliver high-quality tax-based business solutions.About...
-
Client Growth Expert
2 days ago
Dublin, Dublin City, Ireland Pinterest Full timeAbout the PositionIn this senior role, you will be responsible for leading the development and execution of customized marketing strategies for our most valued clients. Your ability to distill complex processes into digestible formats will ensure seamless communication and success.Responsibilities include:Cross-sell and upsell opportunities to contribute to...
-
Cleaning Services Expert
6 days ago
Dublin, Dublin City, Ireland Sodexo Group Full timeAbout the RoleWe are looking for a skilled Cleaning Services Expert to join our team. As a Cleaning Services Expert, you will be responsible for delivering exceptional cleaning services to our clients.Key Responsibilities:Deliver high-quality cleaning services to meet client expectationsOperate and maintain specialized cleaning equipmentEnsure a safe working...
-
Client Wealth Solutions Expert
19 hours ago
Dublin, Dublin City, Ireland Elevate Partners Full timeWe are seeking a highly skilled Client Wealth Solutions Expert to join our wealth management team at Elevate Partners in Dublin. As a key member of our team, you will be responsible for developing and implementing customized wealth solutions for high net worth individuals and families.About the Role:Conduct thorough financial analyses to understand clients'...
-
Sales and Client Solutions Expert
7 days ago
Dublin, Dublin City, Ireland Blackhawk Network Full timeAs a Sales and Client Solutions Expert at Blackhawk Network, you'll play a critical role in driving sales growth and delivering exceptional client experiences. This exciting opportunity combines sales, account management, and customer service skills to deliver business results and exceed client expectations.About the PositionYou'll work closely with our...
-
Client Relationship Development Expert
2 days ago
Dublin, Dublin City, Ireland Google Full timeAbout This OpportunityWe are looking for a Client Relationship Development Expert to join our Global Customer Solutions team. As a trusted advisor, you will work closely with clients to understand their business goals and develop tailored solutions to drive growth and success.Key ResponsibilitiesDevelop and maintain strong relationships with clients.Create...
-
Dublin, Dublin City, Ireland Clarity Search Partners Full timeClarity Search Partners is a leading professional services firm in Ireland with a commitment to excellence. Our Tax Division provides consulting services to domestic and international clients, and we are seeking an experienced Taxation Expert to join our team.This is an exciting opportunity to work with a management team responsible for the achievement of...
-
Client Service Leadership Position
2 days ago
Dublin, Dublin City, Ireland Solventum Full timeSolventum, a global leader in healthcare innovation, is seeking an experienced Service Delivery Management expert to join our team in Dublin. In this role, you will lead our Customer Service Team, focusing on delivering exceptional client experiences and ensuring seamless service delivery.About SolventumWe are committed to maintaining the highest standards...