Financial Relationship Specialist

1 day ago


Gresham, Oregon, United States Fisher Investments Full time

Welcome to Fisher Investments, a leading financial services company where we believe your career goals and desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form meaningful relationships with high-net-worth clients to provide them with support in navigating their financial futures.

The Opportunity

As a CSA, you will be at the forefront of managing all operational aspects of our firm's relationship with our clients. You will coordinate client requests by working closely with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it's a stepping stone within the finance industry. Whether or not you have a finance background, your possibilities here are endless.

Day-to-Day Responsibilities

  • Communicate with high-net-worth clients through 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, resolve documentation and transfer issues

Your Qualifications

  • Bachelor's degree, or equivalent combination of education and experience
  • Commitment to maintaining quality of work while adhering to timelines
  • You meet challenges head-on, learn from setbacks, and work towards improvement
  • You are engaging and can connect with a wide array of audiences through phone and email

Compensation

We offer a competitive base salary of $65,000 per year in Washington state, with opportunities for a discretionary bonus based on firm and individual performance. In addition, we provide exceptional benefits, including:

  • 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 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


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