French Wealth Solutions Associate — Client Ops & Onboarding

Fisher Investments UK; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm is seeking a French Assurance Vie Associate based in Greater London. In this role, you will support wealth engineers with operational requests, ensuring a seamless client experience. You will need to be proficient in both French and English, along with strong communication skills. The firm offers comprehensive benefits, including health coverage, retirement plans, and a supportive work environment, with potential for hybrid work arrangements.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave plus 8 paid holidays

Enhanced maternity pay package

$10,000 fertility and family-forming benefit

Retirement pension plan with company match

Gym subsidy of up to £50 per month

Employee Assistance Program

Qualifications

• University degree or equivalent experience.
• Native French and English proficiency.
• Ability to connect with diverse audiences.

Responsibilities

• Support operational requests for wealth engineers and investment counsellors.
• Ensure proper documentation from clients for onboarding.
• Complete administrative tasks for clients with insurance partners.
• Participate in projects and suggest process improvements.

Skills

Native French language proficiency

Proficiency in English

Engaging communication skills

Commitment to quality work

Ability to face challenges head-on

Autonomous working ability

Education

University degree or equivalent experience

Job description

A leading investment firm is seeking a French Assurance Vie Associate based in Greater London. In this role, you will support wealth engineers with operational requests, ensuring a seamless client experience. You will need to be proficient in both French and English, along with strong communication skills. The firm offers comprehensive benefits, including health coverage, retirement plans, and a supportive work environment, with potential for hybrid work arrangements.