Client Service Associate - Finance

Fisher Investments • Florida City, FL

382d

About The Position

As an International Client Services Associate, you will be part of the International Private Client Group, focusing on high net worth clients based in the United Kingdom. This role involves managing operational aspects of client relationships and collaborating with colleagues in the US and Canada to enhance the client experience. You will have opportunities for professional development and career growth while working in a diverse and inclusive environment.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• Commitment to maintain quality of work while adhering to timelines.
• Ability to meet challenges head-on.
• Effective verbal and written communication skills.
• Desire to immerse in and embrace a new culture and regulatory environment.

Responsibilities

• Communicate with high net worth Canadian clients and partner firms.
• Work with Investment Counselors to fulfill operational requests from clients.
• Help onboard new clients by establishing new accounts and resolving documentation and transfer issues.
• Provide long-term account maintenance for existing clients.

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents.
• 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays.
• Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
• $10,000 fertility, hormonal health and family-forming benefit.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree