CLIENT SERVICE ASSOCIATE

1 week ago


Tampa, United States Fisher Careers Full time

NOW HIRING FOR 2025 START DATES

 

Overview:

 

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:

 

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 
  • 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



  • Tampa, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...


  • Tampa, United States Restoration Hardware Full time

    Restoration Hardware - JobID: 33387 [Retail Associate / Team Member] As a Client Services Associate at Restoration Hardware, you'll: Assist clients in selecting and purchasing products; Provide exceptional customer service by addressing inquiries and resolving issues; Maintain a clean and organized store environment; Process transactions accurately and...


  • Tampa, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...


  • Tampa, United States Larson Financial Group Full time

    Defining the Team Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial spirit, is confident, believes...


  • Tampa, United States Larson Financial Group, LLC Full time

    Job DescriptionJob DescriptionDefining the TeamLarson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial...


  • tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...


  • Tampa, United States Star Mountain Full time

    Firm Overview Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (LMM), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...


  • tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...


  • Tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...


  • Tampa, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is searching for a Financial Services Associate, for a permanent opportunity, working in the office, for a company in the Tampa, Florida.Duties include supporting 3 Financial Advisors with confidential information to include helping to set up new accounts, processing and submitting documents, maintain...


  • Tampa, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, Actively recruit new clients by promoting...


  • Tampa, United States Sandy Morris Financial and Estate Planning Services, LLC Full time

    Client Services Associate - Private Wealth Concierge | Sandy Morris Financial (SMF Private Wealth Division)Location: Tampa, FLStatus: Full-TimePosition Summary:The Client Services Associate - Private Wealth Concierge at SMF Private Wealth Division provides high-net-worth clients with white-glove, personalized service. You will guide clients through the...


  • Tampa, United States Travel For You And Me Full time

    We are seeking an outgoing individual for ourRemote Travel Coordinator opportunity.. As a Coordinator you willbe responsible for booking amazing trips for corporate and leisureclients in destinations all around the world! This is great foranyone who absolutely loves to travel and help others withplanning. Roles &ResponsibilitiesResearch Create and...


  • Tampa, United States Moon Moments Ltd Full time

    Customer Service Associate ~ Weekly Pay ~ On-SiteLocation: Tampa, FL Our client, a vibrant events and promotions company, is looking for motivated and personable Customer Service Associates to join their team in Tampa! If you're passionate about delivering top-notch customer experiences and enjoy working in a lively environment, this role is for you! Role...


  • Tampa, United States Fisher Investments Full time

    Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported with dedicated sa Financial, Development, VP, Client, Service, Banking, Investment

  • Sales Associate

    5 months ago


    Tampa, United States Amazing Lash Studio Full time

    Overview: Hiring immediately for sales associates and customer service representatives looking to become an Amazing Lash Studio? Lash Consultant. Start your long and rewarding career with the Amazing Lash Studio? brand today! Responsibilities: Ongoing search for a talented and charismatic?retail sales associate / customer service representative in the beauty...


  • Tampa, Florida, United States Sodexo S A Full time

    About the JobWe are seeking a reliable and customer-focused individual to join our team as a Customer Service Associate - Food Service. In this role, you will be responsible for providing exceptional service to our customers, operating the cash register, and assisting with food preparation and presentation.Key Responsibilities:Work in the food service...


  • Tampa, United States Citigroup Inc Full time

    Manage a portfolio of high-profile clients, ensuring all their queries are acknowledged, investigated, and resolved in a timely and professional manner and in line with departmental standards and meets or exceeds client expectations. Respond to clien Customer Service, Analyst, Associate, Media, Service, Project Management, Retail, Banking


  • Tampa, Florida, United States MCI Careers Full time

    Company OverviewMCI Careers is a leading provider of business process outsourcing and IT services. With a strong presence in the industry, we deliver exceptional experiences and drive optimal performance for our clients.Job DescriptionWe are seeking an experienced Operations Manager to lead our client service delivery team. This role will be responsible for...


  • Tampa, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Downtown Tampa Do you have a passion for helping others? At the Massage Envy 1120 East Kennedy Suite 152, Tampa FL 33602 franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing...