Spanish-Speaking Investment Client Service Associate

Fisher Asset Management, LLC; Sunbury-on-Thames; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading investment management firm in the United Kingdom is looking for an individual to support Investment Counsellors by managing client relationships and producing financial analyses. The role requires native or fluent Spanish and English skills, excellent communication abilities, and a team-oriented approach. The candidate will gain valuable experience and professional development while being part of a dynamic environment. Competitive benefits include comprehensive health coverage and a retirement pension plan.

Benefits

100% paid medical, dental, and annual health screening premiums

28 days annual leave plus up to 8 paid holidays

Enhanced maternity pay package

9% company pension contribution

Gym subsidy of up to £50 per month

Employee Assistance Program

Qualifications

• Native or fluent in Spanish and English.
• Ability to work in a collaborative, team-oriented setting.
• Commitment to maintain quality of work within timelines.

Responsibilities

• Manage relationships with Investment Counsellors by addressing operational inquiries.
• Produce analyses and portfolio recommendations for prospective clients.
• Act as a direct contact or subject matter expert.

Skills

Fluent Spanish

Excellent communication skills

Team collaboration

Education

University degree in Finance/Economics/Business

Job description

A leading investment management firm in the United Kingdom is looking for an individual to support Investment Counsellors by managing client relationships and producing financial analyses. The role requires native or fluent Spanish and English skills, excellent communication abilities, and a team-oriented approach. The candidate will gain valuable experience and professional development while being part of a dynamic environment. Competitive benefits include comprehensive health coverage and a retirement pension plan.