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:
1. 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:
2. Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks
3. Gain exposure to other European countries' businesses
4. Help Investment Counsellors with relationship management by working with existing clients on operational inquiries
5. Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients
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