Financial Relationship Specialist
1 day ago
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
-
Financial Operations Specialist
5 days ago
Gresham, Oregon, United States Creative Financial Staffing Full timeAbout Our Client:Creative Financial Staffing is a renowned organization known for its exceptional work in managing grants across various programs. With offices, they have built a reputation for excellence and community impact.Position Overview:In this role as a Financial Operations Specialist, you will be a vital part of a close-knit and collaborative team....
-
AP Specialist- Financial Operations Expert
3 days ago
Gresham, Oregon, United States AppleOne Full timeJob SummaryThe Accounts Payable Specialist plays a pivotal role in the organization's financial operations, ensuring timely and accurate processing of vendor invoices, payment runs, and maintaining vendor relationships. This position requires a detail-oriented individual with excellent organizational skills and a proactive approach to problem-solving.Key...
-
Accounts Payable Specialist
5 days ago
Gresham, Oregon, United States Creative Financial Staffing Full timeCareer Opportunity: Accounts Payable SpecialistIn a fast-paced financial environment, we are seeking an organized and detail-oriented Accounts Payable Specialist to join our client's finance department. As part of a close-knit team, you will play a vital role in processing and reconciling invoices, ensuring accuracy and timeliness.About Our Client: Our...
-
Financial Services Team Coordinator
6 days ago
Gresham, Oregon, United States Edward Jones Full timeAt Edward Jones, we're building a workplace where everyone feels like they belong. As a Branch Office Administrator, you'll be an essential part of the client team, helping them achieve their long-term financial goals.We're proud to serve over seven million clients, and our BOAs play a vital role in delivering exceptional personalized service. You'll work...
-
Financial Consultant Expert
6 days ago
Gresham, Oregon, United States Fisher Investments Full timeAs an Investment Counselor at Fisher Investments, you will serve as the voice of our firm to high-net-worth clients in the United States.The OpportunityYou will collaborate with internal portfolio decision-makers, research teams, client service associates, and sales teams to deliver exceptional service to our clients. Our commitment to being a fee-only...
-
Sales Talent Acquisition Specialist
4 days ago
Gresham, Oregon, United States Randstad USA Full timeUnlock Your Potential in Sales Talent AcquisitionWe are seeking a highly motivated and results-driven Sales Talent Acquisition Specialist to join our dynamic team at Randstad USA. As a Sales Talent Acquisition Specialist, you will be responsible for identifying and securing top talent for our clients' operational needs.The ideal candidate will have a strong...
-
Expert Financial Advisor
1 day ago
Gresham, Oregon, United States Fisher Investments Full timeWe are seeking an Expert Financial Advisor to join our team as a UK Investment Portfolio Manager. This is a unique opportunity to work with high-net-worth clients in the UK and provide personalized investment advice.Company OverviewFisher Investments International has developed a specialized approach focused on private clients since 2009. Our firm structure...
-
Product Placement Specialist
5 days ago
Gresham, Oregon, United States Acosta Group Full timeJob Summary">We are seeking a skilled Product Placement Specialist to join our team at Acosta Group. As a Product Placement Specialist, you will be responsible for representing our clients' products in various retail locations. You will work independently to execute merchandising activities, including stocking and face-setting product shelves, receiving...
-
Freight Delivery Specialist
5 days ago
Gresham, Oregon, United States US Foods, Inc. Full timeAbout the RoleWe are seeking a reliable and detail-oriented Freight Delivery Specialist to join our team at US Foods, Inc. As a key member of our logistics team, you will play a crucial role in ensuring timely and efficient delivery of essential food products to our customers.Job SummaryThe Freight Delivery Specialist is responsible for navigating multi-yard...
-
Digital Mail Services Operations Specialist
19 hours ago
Gresham, Oregon, United States U.S. Bancorp Full timeCompany Overview: U.S. Bancorp is a leading financial institution seeking a skilled individual to support our Digital Mail processing operations in Gresham, OR.**Job Description:** As a Digital Mail Services Operations Specialist, you will play a crucial role in ensuring the smooth operation of our digital mail services. Your primary responsibility will be...
-
Portfolio Management Specialist
5 days ago
Gresham, Oregon, United States Fisher Investments Full timeWe are seeking a highly skilled Investment Counselor to join our team in the US. As a key member of our firm, you will work closely with our internal portfolio decision-makers, research teams, client service associates, and sales teams to deliver exceptional service to our clients.About the PositionThis role offers a unique opportunity to develop your skills...
-
Patient Access Specialist in Portland
3 days ago
Gresham, Oregon, United States TEKsystems Full timeWe are seeking a Patient Access Specialist to join our team in Portland, OR.About the Role:This is a fantastic opportunity to work with a variety of patients, assisting them with signing in at kiosk. The ideal candidate will be able to build rapport quickly and respond to customers in a compassionate manner.Key Responsibilities:Assist patients with signing...
-
Senior Treasury Management Consultant
5 days ago
Gresham, Oregon, United States INSPYR Solutions Full timeWe are seeking a highly skilled Treasury Management Support Specialist to join our team at INSPYR Solutions.This is a 12-month contract position with an estimated salary of $27-$28 per hour. The role is located in Gresham, OR and requires the ability to work in a hybrid environment.The primary responsibility of this position is to provide exceptional...
-
Surgical Nursing Specialist
18 hours ago
Gresham, Oregon, United States Providence RN Careers Full timeAbout the RoleWe are seeking a skilled Surgical Nursing Specialist to join our team at Providence Portland Medical Center. This is an excellent opportunity for a dedicated and compassionate nurse to make a difference in the lives of our patients.Key Responsibilities:Provide exceptional patient care and support during surgical proceduresCollaborate with...
-
Gresham, Oregon, United States The Boyd Group Full timeAbout Us:At The Boyd Group, we have been delivering exceptional collision repair services to our customers for over 80 years. Our company is committed to excellence and has grown into one of the largest collision repair companies in North America.Job Overview:We are seeking a skilled Collision Repair Specialist to join our team at Gerber Collision & Glass....
-
Grant Fundraising Specialist
6 days ago
Gresham, Oregon, United States El Programa Hispano Católico Full time**About Us**At El Programa Hispano Catolico, we strive to empower individuals and promote values of empowerment and self-sufficiency in our communities. We are a leading organization dedicated to advancing racial equity and social justice through the power of our Latinx roots, culture, and community.**Our Mission**We believe that every individual deserves...
-
Gresham, Oregon, United States eRep Inc. Full timeJob OpportunityeRep Inc. is seeking a highly skilled Executive Leader to join their dynamic team in Portland, Oregon.This esteemed company has been a leader in its market for almost 50 years, providing exceptional landscape design and outside living space installation services.The ideal candidate will have a proven track record of driving revenue growth...
-
Senior Business Development Manager
20 hours ago
Gresham, Oregon, United States U.S. Bank Full timeBusiness Banking Relationship Manager Role OverviewWe are seeking an experienced Business Banking Relationship Manager to join our team at U.S. Bank.Key Responsibilities:Develop and maintain strong relationships with business clients, understanding their financial goals and needs.Provide expert guidance on commercial banking products and services, helping...
-
Annual Giving Program Manager
5 days ago
Gresham, Oregon, United States Mt. Hood Community College Full timeAbout Mt. Hood Community CollegeMt. Hood Community College is a leading educational institution dedicated to providing high-quality education and training to its students.Job Description:We are seeking an experienced Annual Giving Program Manager to join our team. The successful candidate will be responsible for managing the college's annual giving program,...
-
Comprehensive Nursing Specialist
5 days ago
Gresham, Oregon, United States Providence Careers Full timeAbout the Role">As a Comprehensive Nursing Specialist at Providence Careers, you will play a vital role in providing exceptional patient care in an ambulatory care environment. Your comprehensive nursing skills and expertise will enable you to assess, identify, plan, implement, and evaluate all aspects of care and teaching needs via direct and...