Client Service Associate

4 days ago


Gresham OR, United States Fisher Investments Full time

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.  
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. 
 
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.
 
Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
Establish and clear accounts and resolve documentation and transfer issues
Bachelor’s degree, or equivalent combination of education and experience
Commitment to maintain quality of work while sticking to a timeline
You are engaging and can connect with a wide array of audiences by phone and email
Eligible for a discretionary bonus based on firm and individual performance

100% paid medical, dental and vision premiums for you and your qualifying dependents
~ 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
~$



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