Private Client Onboarding Administrator - Fisher Investments | Rozgoo | Rozgoo

Fisher Investments

London, GB · On-site · Full-time

Private Client Onboarding Administrator - Fisher Investments

₹41.9L – ₹41.9LPosted 1 month ago

Location: London, GB
Work mode: On-site
Employment: Full-time
Salary: ₹41.9L – ₹41.9L
Experience: Mid-level · 2+ yrs

About the role

© 2026 Rozgoo

The Opportunity: The Private Client Onboarding Administrator provides operational support to a team of Onboarding Associates, Private Client Advice Analysts (PCA Analyst) and Private Client Directors/ Executives (PCD/Es) in providing regulated and suitable advice to prospective and existing clients of Fisher Investments and FIE. The purpose of this advice is to help clients meet their long-term goals and objectives. In order to achieve this, an Administrator will carry out a variety of core and…

Requirements

Experience in operational support/client onboarding (financial services)
Ability to support regulated processes and documentation

Skills

client onboarding
operational support
regulated advice support
client service
documentation
financial services
private client advice
analyst support

About the company

Fisher Investments

Posted via Adzuna

How to apply

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Fisher Investments

Private Client Onboarding Administrator - Fisher Investments

₹41.9L – ₹41.9L