Financial Services Specialist

3 weeks ago


Clearwater, United States Fisher Investments Full time

About Us

Fisher Investments is a global investment management firm that provides comprehensive portfolio management services to high-net-worth individuals and institutional clients.

Job Overview

We are seeking an experienced Financial Services Specialist to join our team in Tampa, FL. This is a unique opportunity to work with a roster of high-net-worth clients in the UK, providing exceptional client service and building long-term relationships.

Responsibilities

  • Work closely with internal teams to provide tailored investment solutions for UK clients
  • Develop and maintain strong relationships with clients through regular communication and quarterly reviews
  • Educate clients on our top-down portfolio strategy and market trends
  • Rely on our sales team to build a client roster within the first year
  • Demonstrate expertise in UK regulatory practices and adhere to associated operational responsibilities

Requirements

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial services, or a related field
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled client service
  • A consultative approach with an emphasis on client focus

Benefits

  • 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, $10,000 fertility assistance, and back-up child care

Salary

$120,000 per annum



  • Clearwater, United States Advanced Urology Institute Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Customer Service Specialist to join our team at Advanced Urology Institute. As a key member of our Business Office department, you will play a vital role in ensuring the accuracy and efficiency of patient financial operations.The ideal candidate will possess excellent communication and...


  • Clearwater, United States Loden Fraze & Associates Full time

    About UsFounded in 2003, our firm continues to offer personalized services to our clients, understanding their intricacies and needs. We strive to find strong employees energized by new experiences and client interaction.We are focused on developing relationships with our clients and the community, working together towards common goals rather than just...


  • Clearwater, United States Simplicity Group Holdings Full time

    About the RoleWe are looking for an experienced Retirement and Financial Planning Specialist to join our team at Simplicity Group Holdings. As a key member of our organization, you will be responsible for providing product support, including comparative analysis, quotes, and illustrations, to our network of insurance and investment professionals.You will...


  • Clearwater, United States Synergy Property Restoration Full time

    Synergy Property Restoration is a dynamic company seeking a highly motivated Financial Support Specialist to join our team. In this role, you will provide critical support to our accounting department by performing a range of administrative and financial tasks.The estimated salary for this position is $50,000 - $65,000 per year, depending on experience. We...


  • Clearwater, United States Cummings Insurance Inc. Full time

    Job OverviewCummings Insurance Inc. is seeking a skilled Financial Operations Specialist to join our team. This part-time role will be responsible for providing administrative support to our business, ensuring the smooth operation of our financial functions.


  • Clearwater, United States Premier Outdoor Living and Design Full time

    Key ResponsibilitiesAs a Financial Operations Specialist at Premier Outdoor Living and Design, your primary focus will be on maintaining the accuracy and integrity of our financial records. This will involve:Preparing financial statements, tax returns, and other financial reportsManaging cash flow, accounts payable, and accounts receivableIdentifying areas...


  • Clearwater, United States CORD Financial Services Full time

    About the Job\We are seeking a highly skilled Field Technician to join our team at CORD Financial Services. As a Field Technician, you will be responsible for ensuring the smooth operation of ATMs within an assigned region.\Your key responsibilities will include ATM installs, repairs, software updates, logistical support, and other aspects of service and...


  • Clearwater, United States CORD Financial Services Full time

    About CORD Financial Services\CORD Financial Services is a leading provider of ATM services, founded in 2001 by The FIKES Companies. We have experienced steady growth and are now recognized for excellence in providing various ATM services.\The Field Technician plays a crucial role in ensuring the smooth operation of ATMs within an assigned region. Key...


  • Clearwater, United States PrideStaff Full time

    **Job Description:** PrideStaff is currently hiring a highly motivated Financial Support Specialist to join our team in Clearwater.In this role, you will work closely with clients to handle financial transactions, maintain accurate records, and ensure compliance with trust agreements.This is a full-time, temp-to-hire position that offers a competitive salary...


  • Clearwater, United States Premier Outdoor Living and Design Full time

    Job DescriptionWe are seeking an experienced Part-Time Bookkeeper Accountant to join our team at Premier Outdoor Living and Design. This role involves managing financial records, analyzing data, and developing strategies to improve financial efficiency.Salary: $32-$45 per hour (estimated 15-20 hours/week)Key ResponsibilitiesManage financial records,...


  • Clearwater, United States PNC Financial Services Group Full time

    PNC Financial Services Group is seeking a Customer Service Representative to join our team. As a Teller, you will be responsible for delivering exceptional customer service and ensuring that all customers receive the highest level of service in a timely and efficient manner.Key Responsibilities:Respond to customer inquiries promptly and professionally.Solve...


  • Clearwater, United States PrideStaff Full time

    PrideStaff is working with a leading financial services company to find a skilled Trust Administrator. If you have experience in a trust department, financial institution, or investment firm, this could be the perfect opportunity for you.This role involves managing reoccurring transactions, processing payments, and sending wires/ACH.You will need to work...


  • Clearwater, Florida, United States Gastro Florida Full time

    We are seeking a detail-oriented Financial Operations Specialist to join our team at Gastro Florida. This role involves managing accounts payable for multiple locations, ensuring timely payment of invoices, and maintaining accurate financial records.Key Responsibilities:Process and analyze accounts payable transactions using accounting software and other...


  • Clearwater, United States PrideStaff Full time

    Clearwater Financial Services Job Opportunity:PrideStaff is recruiting for a trust administrator position with a financial services company in Clearwater. As an administrative assistant, you will work closely with clients to manage financial transactions, maintain accurate records, and ensure compliance with trust agreements.This is a temporary-to-permanent...


  • Clearwater, United States BayCare Health System Full time

    We're committed to delivering exceptional patient care and innovative solutions at BayCare Health System. As a Financial Transaction Specialist, you will play a vital role in ensuring the smooth operation of our finance department. Your expertise in document management, special handling, and invoice processing will help us maintain our high standards of...


  • Clearwater, United States City County Employees Credit Union Full time

    Job OverviewCredit unions like ours are community-focused financial cooperatives that provide personalized banking services to their members. We are looking for a Financial Services Representative to join our team in Clearwater, where you will play a vital role in helping our members achieve their financial goals.ResponsibilitiesProcess loan applications,...


  • Clearwater, United States Advanced Urology Institute Full time

    Job Type Full-time Description GENERAL SUMMARY The Customer Service Specialist is responsible for communicating with patients regarding billing inquiries, concerns, and discrepancies. This includes ensuring accuracy and efficiency of patient financial operations and providing financial, administrative, and clerical services. The Customer Service Specialist...


  • Clearwater, United States Advanced Urology Institute Full time

    Job TypeFull-timeDescriptionGENERAL SUMMARYThe Customer Service Specialist is responsible for communicating with patients regarding billing inquiries, concerns, and discrepancies. This includes ensuring accuracy and efficiency of patient financial operations and providing financial, administrative, and clerical services. The Customer Service Specialist will...


  • Clearwater, United States Advanced Urology Institute Full time

    Job TypeFull-timeDescriptionGENERAL SUMMARYThe Customer Service Specialist is responsible for communicating with patients regarding billing inquiries, concerns, and discrepancies. This includes ensuring accuracy and efficiency of patient financial operations and providing financial, administrative, and clerical services. The Customer Service Specialist will...


  • Clearwater, United States Healthcare Services Group Full time

    About the RoleThis Environmental Services Specialist position is responsible for performing daily housekeeping tasks, including cleaning resident rooms, bathrooms, common areas, and offices. The ideal candidate will have a positive attitude, excellent communication skills, and the ability to work independently with minimal supervision.