French Wealth Solutions Associate

2 weeks ago

Fenchurch St, United Kingdom Fisher Investments Full time

The Opportunity:

We are seeking a highly motivated and organized French Wealth Solutions Associate to join our team. In this role, you will support the team in achieving its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more.

The Day-to-Day:

  • Support our wealth engineers and investment counsellors with operational requests to ensure outstanding service to prospects and clients.
  • Ensure we have appropriate documentation from clients to begin their relationship with us by partnering with internal departments and requesting necessary documents.
  • Partner with the insurance company to complete administrative and operational requests for clients.
  • Perform ad-hoc projects and brainstorm process improvements to support a growing department.

Your Qualifications:

  • A university degree or equivalent combination of education and experience.
  • Native French language proficiency and proficiency in English.
  • You are engaging and can connect with a wide array of audiences by phone and email.
  • Commitment to maintain quality of work while sticking to a timeline.
  • You meet challenges head-on. You learn from your setbacks and work towards improvement.
  • Eager to work in an autonomous environment to support client needs.

Why Fisher Investments Europe:

We put clients first, providing unmatched service and taking a personalized approach to investing. Our team is dedicated to helping our employees meet their long-term goals, offering 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.
  • $10,000* fertility, hormonal health and family-forming benefit.
  • 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.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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