Client Service Associate - Entry Level
$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
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...Entry levelWork at officeWork from home- ...Job Description Job Description Client Service Associate Client Service Associate Position Overview We are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing...SuggestedOngoing contractWork experience placementWork at officeLocal area
$30 - $45 per hour
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- What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not...Part timeWork at officeImmediate start
- Medium is seeking dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families. This role emphasizes making a positive impact and requires strong communication skills, integrity, and the ability to work both independently and...Remote jobWork from home
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$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our impact-focused investment clients across the country. This position is based in our satellite office in Portland, Oregon. Hybrid...Work at officeHome office- Stifel Financial Corp. is looking for a Client Services Associate in Portland, Oregon to assist Financial Advisors with client account management and provide various administrative support. Responsibilities include maintaining client records, processing requests, and delivering...Work at office
$70k - $80k
...Job Description Providing exceptional service to our clients starts with investing in exceptional... ...each other. The Senior Client Service Associate Role The Client Service Associate... ...requests Perform client and prospect data entry in the firm's CRM. Ensure data...Temporary workWork at officeWork from homeMonday to Friday- ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Part timeWork at officeLocal area
$80k - $95k
...modernize workflows, adopt new tools, and expand advisory services. If you’re curious, adaptable, and excited to be part of... ...journey, you’ll thrive here. We’re looking for a Client Accounting Senior Associate to support our growing department with strategic insight...Live inLocal areaImmediate startRemote workFlexible hours$1,200 per month
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- ...Job Description Job Description Pharmaceutical Sales Rep (Entry Level or Experienced) There's something special about working... ...territory sales goals by promoting pharmaceutical products and services to physicians and other medical personnel within assigned geography...Entry level
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$72k - $184.44k
...our people in managed services focus on a variety of... ...solutions and support clients across numerous functions... ...deliver value at this level include but are not... ...clients. As a Senior Associate, you will analyze complex... ...: booking journal entries, generating and analyzing...Entry levelFull timeH1bWork at office$21 per hour
.... With a strong commitment to innovation, customer service, and professional growth, we help our clients simplify their workflow and improve productivity.... ...kickstart a rewarding career in sales. This part-time, entry-level role is designed to give you hands-on experience,...Entry levelHourly payPart timeWork at officeMonday to FridayFlexible hours- ...opportunity to build a career with a logistics industry leader that offers an award-winning culture and high earning potential with uncapped commission. More than just an entry level sales role, you will be responsible for supporting and... Total Quality Logistics (TQL)Entry level
- A staffing agency is seeking a Customer Service Representative for a remote entry-level position. This permanent role involves responding to customer inquiries regarding prescription status and benefits. Successful candidates will have customer service experience and the...Entry levelRemote jobPermanent employmentFlexible hours
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