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Client Service Representative

2 months ago

Seattle, Washington, United States Fisher Investments Full time
About the Role

Fisher Investments is seeking a highly motivated and detail-oriented Client Service Representative to join our team. As a Client Service Representative, you will play a critical role in providing exceptional support to our high-net-worth clients, ensuring their financial needs are met and exceeded.

Key Responsibilities
  • Client Support: Provide top-notch support to clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Operational Tasks: Fulfill operational tasks between Fisher Investments and our top brokerage houses, ensuring seamless communication and coordination.
  • Account Management: Establish and clear accounts, resolve documentation and transfer issues, and maintain accurate records.
Requirements
  • Education: Bachelor's degree or equivalent combination of education and experience.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to connect with a wide range of audiences.
  • Problem-Solving: Strong problem-solving skills, with the ability to think critically and resolve complex issues.
  • Teamwork: Ability to work collaboratively as part of a team, with a focus on delivering exceptional results.
What We Offer
  • Competitive Salary: $55,000 - $70,000 base salary per year in the state of WA, with opportunities for growth and advancement.
  • Discretionary Bonus: Eligible for a discretionary bonus based on firm and individual performance.
  • Benefits: Comprehensive benefits package, including 100% paid medical, dental, and vision premiums, 50% 401(k) match, and 20 days of PTO.