French Assurance Vie Associate — Client & Ops Support

Fisher Asset Management, LLC; Borehamwood; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Borehamwood is looking for a French Assurance Vie Associate to support the wealth management team. This role involves coordinating with internal departments, preparing client documentation, and providing exceptional service. The ideal candidate must possess native French language skills and be fluent in English, with a commitment to quality work and an ability to engage diverse clients. Benefits include hybrid work options, a retirement plan, and wellness support.

Benefits

Fertility and family‑forming benefit

Retirement pension plan with employer contributions

Gym subsidy of up to £50 per month

Employee Assistance Program

Ongoing training and educational support

Qualifications

• A university degree or equivalent combination of education and experience.
• Native French language proficiency and proficiency in English.
• Ability to engage and connect with a wide array of audiences by phone and email.

Responsibilities

• Support FIL wealth engineers and investment counsellors with operational requests.
• Ensure appropriate documentation from clients to begin their relationship.
• Partner with the insurance company for administrative requests.

Skills

Native French language proficiency

Fluency in English

Ability to engage with diverse audiences

Commitment to quality work

Autonomous support for client needs

Education

University degree or equivalent

Job description

A financial services firm in Borehamwood is looking for a French Assurance Vie Associate to support the wealth management team. This role involves coordinating with internal departments, preparing client documentation, and providing exceptional service. The ideal candidate must possess native French language skills and be fluent in English, with a commitment to quality work and an ability to engage diverse clients. Benefits include hybrid work options, a retirement plan, and wellness support.