CLIENT SERVICES ASSOCIATE - INTERNATIONAL
Company: Fisher Investments
Location: Gresham
Posted on: May 8, 2024
Job Description:
Do you want a career with a firm that's changing the industry?
As an International Client Services Associate, you'll become part
of our bustling International Private Client Group and focus on
clients based in Canada. You'll help our Canadian clients while
also developing skills to build a unique and rewarding lifelong
career. We hire from all majors because diversity makes us
better.The Opportunity: -You will work with your US and Canadian
colleagues to help our high net worth clients. You'll directly
improve our customers' experience by managing all operational
aspects of the relationship. You'll work with multiple internal
departments ranging from portfolio management to sales. Through
your daily efforts, you'll enjoy a myriad of opportunities to learn
about our organization and determine your career path. You'll
report directly to your Team Leader who coaches you and supports
your development.The Day-to-Day:
- Communicate with high net worth Canadian clients and our
partner firms
- Work with Investment Counselors to fulfill operational requests
from clients
- Help onboard new clients by establishing new accounts and
resolving documentation and transfer issues
- Provide long-term account maintenance for existing clientsYour
Qualifications:
- Bachelor's degree, or equivalent combination of education and
experience
- Commitment to maintain quality of work while sticking to a
timeline
- You meet challenges head-on
- You're introspective, learning from your setbacks
- You are engaging and can effectively communicate verbally and
in writing
- Desire to immerse yourself and embrace a new culture and
regulatory environment as we expand globally
- Maintain client focus and find appropriate solutions when faced
with ambiguityCompensation:
- $55,000 - $70,000 base salary per year in the state of WA. New
hires should expect to start at the lower end of the range
depending on experience
- Eligible for a discretionary bonus based on firm and individual
performanceWhy Fisher Investments: -We work for a bigger purpose:
bettering the investment universe. We take great pride in our
inclusive culture, our learning and development framework
customized for every employee, and our Great Place to Work
Certification. It's the people that make the Fisher purpose
possible, and we invest in them by offering exceptional benefits
like:
- 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 (*17 days of PTO and 3
days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary
Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming
benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Gresham , CLIENT SERVICES ASSOCIATE - INTERNATIONAL, Other , Gresham, Oregon
Didn't find what you're looking for? Search again!
Loading more jobs...