Spanish Client Service Associate

code4; Darwen; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in Darwen is seeking a Spanish Client Service Associate to manage daily tasks in a dynamic environment. Responsibilities include partnering with top banks, assisting Investment Counsellors, and helping in client relationship management. Candidates should possess a university degree and be fluent in Spanish and English. This role offers substantial growth opportunities and a supportive work culture with comprehensive benefits, including medical plans and generous leave policies.

Benefits

100% paid medical and dental premiums

28 days annual leave plus holidays

Enhanced maternity pay

Retirement pension plan with company contributions

Gym subsidy

Employee Assistance Program

Ongoing training and educational support

Qualifications

• University degree or equivalent combination of education and experience.
• Ability to connect with diverse audiences by phone and email.
• Commitment to quality work while meeting timelines.

Responsibilities

• Partner with top banks for administrative and operational tasks.
• Assist Investment Counsellors with relationship management.
• Help produce analyses and portfolio recommendations.

Skills

Native / Fluent Spanish

Native / Fluent English

Client service skills

Team collaboration

Education

University degree in Finance/Economics/Business

Job description

The Opportunity

As a Spanish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm.

The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees).

The Day-to-Day

Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will :

• Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks


• Gain exposure to other European countries' businesses


• Help Investment Counsellors with relationship management by working with existing clients on operational inquiries


• Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients


• Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility


• Report to your client Service Team Leader who will aid in your on-the-job training and professional development

Your Qualifications

• A university degree or equivalent combination of education and experience (Finance / Economics / Business is a plus)


• Native / Fluent Spanish and English skills


• You can connect with a wide array of audiences by phone and email with a focus on client service


• Work well in a collaborative, team-oriented setting


• Commitment to maintain quality of work while sticking to a timeline

Why Fisher Investments Europe

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including :

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents


• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays


• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees


• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions


• Gym subsidy of up to £50 per month


• Employee Assistance Program and other emotional wellbeing services


• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER