Client Service Associate - Finance
$55k - $70kFisher Investments Careers
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 out of the United Kingdom. You'll help our UK 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 UK Client Services colleagues in the US and UK 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 myriad 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. This onsite position is located in Camas, WA. The Day-to-Day: * Communicate with high-net-worth UK clients and our partner firms in the US and UK * 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 UK clients Your Qualifications: * Bachelor's degree, or equivalent combination of education and experience * Demonstrated interest in client service and operations activities * Commitment to maintain quality of work while sticking to a timeline * You meet challenges head-on - you learn from your setbacks and work towards improvement * You are engaging and can connect with a wide array of audiences by phone and email Compensation: * $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 performance Why 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 * Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care * This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
$55k - $70k
Fisher Investments in Camas, WA is seeking an International Client Services Associate to support high-net-worth clients from the UK. In this role, you will manage operational aspects of client relationships while collaborating with teams both in the US and UK. The ideal...Suggested$80k - $130k
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Fisher Investments, located in Camas, WA, is seeking a Part-Time Corporate Finance Associate to provide exceptional service to high net worth clients. This role offers an opportunity to gain exposure to management layers while working 15 hours weekly, with a maximum of...SuggestedPart time- Fisher Investments in Camas, WA is looking for a Client Operations Analyst to manage onboarding for institutional clients. You will streamline... ...improve processes while working closely with Sales and Client Service teams. Applicants should have a bachelor's degree and 4-5 years...
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A financial services firm is seeking a Financial Planning Counselor to support clients and Relationship Managers. This role requires over 5 years of experience in financial services and in-depth financial planning knowledge. Key responsibilities include completing financial...- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ...part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. #J-18808-Ljbffr...
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A financial services firm located in Camas is seeking a Financial Advisor. The role involves managing warm client leads and guiding them through the investment process. Candidates should have strong relationship management skills and a solid understanding of investments...- ...worth individuals in Canada. The role focuses on using effective sales techniques to educate investors on our services and set up meetings with Private Client Advisers. The position promises career growth in an inclusive culture with exceptional benefits like 100% paid...Flexible hours
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Insurance and Financial Services Position - State Farm Agent Team Member Full Time in Camas, WA Bonus based on performance Opportunity... ...(outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of...Full timeFor contractors$40k - $80k
...industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in... ...or inside sales representative, retail sales associate, or telemarketing) preferred Successful track...For contractorsWork at officeRelocation package- .... Work closely with the Aquatics Director to ensure customers receive best in class swim lesson experience. Top-notch member service? You're the maestro of smiles. Dive into exciting marketing campaigns and energy-fueled events. Keep the spot sparkling, from...Full time
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Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and...Hourly payFull time$18 - $20 per hour
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