Client Service Associate - Entry Level
Camas, Washington
Employer: Fisher Investments
Industry: Service
Salary: $55000 - $70000 per year
Job type: Full-Time
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:
Your Qualifications:
Compensation:
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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
Compensation:
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Created: 2024-04-28
Reference: 2024-13681
Country: United States
State: Washington
City: Camas
Similar jobs:
-
International Client Services Associate
Fisher Investments in Camas, Washington💸 $55000 - $70000 per year -
Client Services Specialist
CBRE in Seattle, Washington💸 $65000 per year -
Client Service Associate*
Morgan Stanley in Seattle, Washington💸 $35000 - $85000 per year -
Client Service Associate
Boutique Recruiting in Bellevue, Washington💸 $65000 - $70000 per year -
Client Service Consultant
Deluxe Corporation in Everett, Washington💸 $26.00 - $26.00 per hour -
Client Services Coordinator - Administrative
CBRE in Washington, Washington -
Client Services Coordinator
CBRE in Washington, Washington -
Client Service Associate*
Morgan Stanley in Kirkland, Washington💸 $35000 - $85000 per year -
Foreign Service Limited Opportunity: Program Officer (Client Services Officer), Bureau for Inclusive Growth, Partnerships, and Innovation, Gender Equality and Women’s Empowerment Hub (IPI/GenDev) - FSL-0343-02
U.S. Agency for International Development (USAID) in Washington, Washington -
Client Service Associate**
Morgan Stanley in Yakima, Washington💸 $35000 - $85000 per year -
Client Service Associate
Morgan Stanley in Kennewick, Washington💸 $35000 - $85000 per year -
Senior Product Manager - Technical, IT Services Client Hardware Product Management, IT Services Client Hardware Product Management
Amazon in Seattle, Washington💸 $121000 per year -
Private Wealth Management Sr. Registered Client Service Associate**
Morgan Stanley in Seattle, Washington💸 $35000 - $85000 per year