Financial Services Operations Specialist
hace 2 semanas
Overview:
Fisher Investments and its affiliates have developed a specialized approach focused on serving high-net-worth private clients since 1995. As a Client Service Associate, you will be closely involved with US-based clients, forming relationships and becoming the operational expert that helps them navigate their financial futures.
The Opportunity:
You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more, reporting to the Client Service Manager.
This is not just a job; it's a career development opportunity within the finance industry. We hire from all majors and backgrounds because we believe diversity brings value. You will receive in-depth training on financial markets and be mentored by an experienced CSA to help you succeed.
Day-to-Day Responsibilities:
You will fulfill operational tasks between Fisher Investments and top brokerage houses, interacting with clients to establish and clear accounts, and resolve documentation and transfer issues.
Your Qualifications:
You should possess proficient written and verbal English skills, a Bachelor's degree or equivalent combination of education and experience, a commitment to quality work while meeting deadlines, and the ability to overcome challenges and learn from setbacks.
Benefits:
We offer exceptional benefits, including:
100% paid premiums for our top-tier supplemental healthcare plan, employer-paid $10,000 life insurance policy, 15 days of annual leave, plus up to 10 paid holidays, Employee Assistance Program, and a collaborative working environment with ongoing training and educational support.
Estimated Salary: $60,000 - $80,000 per year
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