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Teleperformance Spain

Customer experience and business services

Investment Funds Specialist

Full-Time
€24.5k/yr+ Variable incentives + Referral bonus
Junior
Jerez de la Frontera, Cádiz, Spain+3 moreMore locations: Seville, Spain | La Carolina, Spain | Jaén, Province of Jaén, Spain
HybridFirst month is fully on-site; afterward, five office days per month and three weeks of telework.

About the job

Requirements
  • MIFID II or equivalent investment-advisory certification, such as EIP, EFA, EFP, EAF, or CEFA, issued by an entity approved by the Spanish National Securities Market Commission; the employer can provide certification if needed.
  • At least 6 months of experience in banking and investment-fund advisory.
  • Intermediate proficiency with Microsoft Office.
  • Agility in computer-based environments and fast keyboarding.
  • Strong professional written and verbal communication.
  • Results orientation and problem-solving ability.
  • Quality orientation and strict regulatory compliance.
Responsibilities
  • Attend new clients through assigned appointments.
  • Periodically contact the assigned client portfolio to make investment-fund advisory proposals.
  • Conduct client contacts by video call or telephone through assigned appointments.
  • Provide expert advice to clients seeking efficient and personalized investment solutions.

About the company

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Teleperformance Spain

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Teleperformance Spain is the Spanish operation of a global customer-experience and business-services company. It delivers customer care, technical support, sales, back-office processing, content-related operations, and other outsourced services for client brands. Multilingual teams support consumers and business customers across phone, messaging, digital, and operational channels. Delivery centers and remote teams are coordinated through workforce management, training, quality, technology, security, and client operations. Roles span customer service, sales, technical support, content operations, team leadership, recruiting, and business support.

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