Financial Relationship Specialist
hace 1 mes
Fisher Investments is a renowned financial services firm that has been dedicated to serving high-net-worth private clients since 1995. With a specialized approach focused on delivering exceptional results, the company continues to grow and expand its global presence.
Job Title: Financial Relationship Specialist
As a Financial Relationship Specialist at Fisher Investments, you will have the unique opportunity to form lasting relationships with US-based clients, working closely with them to navigate their financial futures. This role is an excellent jumping-off point for those interested in pursuing a career in finance, regardless of prior experience or background.
Key Responsibilities:
- Communicate effectively with high-net-worth clients via phone and email, providing personalized support and guidance
- Coordinate client requests by collaborating with internal departments, including portfolio management, sales, and service teams
- Establish and clear accounts, resolve documentation and transfer issues, and interact with clients to ensure seamless experiences
Requirements and Qualifications:
- Proficient in written and verbal English, with strong communication skills
- Bachelor's degree or equivalent combination of education and experience
- Demonstrated ability to work efficiently, maintain quality, and adhere to timelines
- Able to overcome challenges, learn from setbacks, and continuously improve
- Engaging personality with excellent interpersonal skills, enabling effective interactions with diverse audiences
Compensation and Benefits:
- Estimated Salary: $60,000 - $80,000 per annum, depending on location and experience
- 100% paid premiums for top-tier supplemental healthcare plan (medical, dental, vision) for employees and qualified dependents
- Employer-paid $10,000 life insurance policy
- 15 days of annual leave, plus up to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- $10,000 fertility, hormonal health, and family-forming benefit (equivalent in local currency for non-US residents)
- A collaborative working environment offering ongoing training, educational support, and employee appreciation events
About Our Culture:
Fisher Investments values diversity, inclusivity, and collaboration. We believe that diverse perspectives and unique skills are essential to our success and strive to create a workplace where everyone feels valued and supported. If you're passionate about helping others and making a meaningful impact, we encourage you to explore this exciting opportunity.
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