Bilingual Spanish Client Services Associate - Private Wealth

Fisher Asset Management, LLC; Borehamwood; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading private money manager in the United Kingdom is seeking a Spanish Client Service Associate to manage client inquiries and assist with operational tasks. Candidates must be fluent in both Spanish and English, possess a university degree, and excel in a team-oriented environment. The role involves liaising with financial professionals and producing analyses for client portfolios. This position offers comprehensive benefits including health plans, generous leave, and retirement contributions.

Benefits

100% paid medical and dental premiums

28 days annual leave plus holidays

Enhanced maternity pay

9% company pension contribution

Up to £50 gym subsidy

Employee Assistance Program

Qualifications

• Fluent in Spanish and English for effective communication.
• Strong ability to connect with clients via phone and email.
• Degree in a relevant field preferred.

Responsibilities

• Liaise with Sales Representatives and Investment Counsellors.
• Assist with administrative and operational tasks for top banks.
• Produce analyses and portfolio recommendations.

Skills

Fluent Spanish

Fluent English

Client service

Collaborative teamwork

Education

University degree in Finance/Economics/Business

Job description

A leading private money manager in the United Kingdom is seeking a Spanish Client Service Associate to manage client inquiries and assist with operational tasks. Candidates must be fluent in both Spanish and English, possess a university degree, and excel in a team-oriented environment. The role involves liaising with financial professionals and producing analyses for client portfolios. This position offers comprehensive benefits including health plans, generous leave, and retirement contributions.