Job Description
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.
\n \n Help Investment Counsellors with relationship management by working with existing clients on operational inquiries \n Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients \n Report to your client Service Team Leader who will aid in your on-the-job training and professional development \n Native/Fluent Spanish and English skills \n You can connect with a wide array of audiences by phone and email with a focus on client service \n Commitment to maintain quality of work while sticking to a timeline \n The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. 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: \n~100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents \n~28 days an...