Client Service Associate - Finance
Company: Fisher Investments
Location: Grand Prairie
Posted on: May 12, 2022
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Job Description:
Investing can be one of the most important and nerve-racking
aspects of people's lives. At Fisher Investments, we believe your
career goals and your desire to help others should go hand-in-hand.
As a Client Service Associate (CSA), you will form relationships
with clients to give them support in navigating their financial
futures.
The Opportunity:
You will be up close and personal with the high-net-worth clients
that we help every day. Our proficient CSAs positively impact our
clients by managing all operational aspects of our firm's
relationship with them. You will coordinate client requests by
working with multiple internal departments, including portfolio
management, sales, service, and more.
This is not just a job; it is a jumping-off-point within the
finance industry. Whether or not you have a finance background,
your possibilities here are endless. We hire from all majors and
backgrounds, because we believe we're better off with the diversity
it brings. You will be mentored by an experienced CSA to help you
succeed at your role and will report to your Manager who will
provide coaching to prepare you for future opportunities within our
organization.
The Day-to-Day:
Communicate with high-net-worth clients by phone and email in an
open, team-oriented work environment
Fulfill operational tasks between Fisher Investments and our top
brokerage houses who act as our dedicated custodians
Establish and clear accounts and resolve documentation and transfer
issues
Your Qualifications:
Bachelor's degree, or equivalent combination of education and
experience
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
You are engaging and can connect with a wide array of audiences by
phone and email
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, it's the people that make the Fisher purpose
possible. And we invest in them by offering exceptional benefits
like:
100% paid medical, dental and vision premiums for you and your
qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Grand Prairie , Client Service Associate - Finance, Accounting, Auditing , Grand Prairie, Texas
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