International Client Service Associate
$10kFisher Investments
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 Plano, TX. 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 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
#J-18808-Ljbffr Fisher Investments$10k
...International Client Services Associate 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...InternationalWork at officeWork from home- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...and researches client and security information using internal databases and other technologies. Ensures key client information...SuggestedWork experience placementWork at office
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$75k - $90k
...OVERVIEW Your job as the Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience... ...primary liaison between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-quality client service and...SuggestedFull timePart timeWork at officeWork from homeMonday to Friday- ...Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager...Work at office
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$21.5 per hour
...ll Do:*** Inform prospective and existing customers of company services, memberships, procedures, policies, and promotions* Schedule... ...events* Drivers licensed is required* Valid passport is helpful* Associates Degree or equivalent preferred and/or 4+ years Customer Care/...Hourly payFull timeWork at officeFlexible hoursShift work$65k - $80k
Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a...Work experience placementWork at officeRemote workMonday to Friday- ...Security planning, and income tax planning services. As a fiduciary‑bound firm, we make... ...based on our core values, prioritizing our clients' retirement security. RPOA provides... ...possible. Job Description The Client Service Associate will serve as the primary point of...
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- A financial services firm in Plano, TX is seeking an International Client Services Associate to join their International Private Client Group. This onsite role involves working closely with UK clients, managing operational aspects of client relationships, and collaborating...International
- ...Youll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates... ...running smoothly. Youll also collaborate wi Client Service, Associate, Commercial, Client Relations, Service, Benefits, Retail...
$66.5k - $90k
...Identification 210582950 Job Category Client Service Business Unit Asset & Wealth Management... ...place for you! As a Digital Client Service Associate within the U.S. Private Bank at J.P.... ...through effective interaction with multiple internal stakeholders in a timely and...Full timeWork at officeShift work$10k
...or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with... ...supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales...InternationalWork at office- A leading financial services firm in Plano, Texas, seeks a Client Service Associate in the Wholesale KYC Organization. In this role, you will ensure compliance with regulatory requirements, conduct client due diligence, and assist with risk assessments. The ideal candidate...
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$18.25 per hour
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Careington International Corporation is seeking energetic Customer Care Representatives to work full-time at their Frisco, TX office. Responsibilities include efficiently managing inbound calls, utilizing software applications, and maintaining professional relationships...InternationalHourly payFull timeLive inWork at office- ...ensuring that customers are provided with friendly and courteous service. Experience a rewarding job and a caring company culture with... ...Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of...InternationalWork at officeLocal area
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