Client Service Representative (CSR)

Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believeyour career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you willform relationships with clients to give them support in navigating their financial futures.The Opportunity:You willbe 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 willcoordinate 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 believewe're better off with the diversity it brings. You willbe mentored by an experienced CSA to help you succeed at your role and will report toyour 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 environmentFulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodiansEstablish and clear accounts and resolve documentation and transfer issuesYour Qualifications:Bachelor's degree, or equivalent combination of education and experienceCommitment to maintain quality of work while sticking to a timelineYou meet challenges head-on. You learn from your setbacks and work towards improvementYou are engaging and can connect with a wide array of audiences by phone and emailWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER