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Client Service Associate
Fisher Investments
Camas, WA, United States
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Overview
The Opportunity:
Investing can be one of the most important and nerve-racking things in people’s lives– having capable, talented people providing great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role, being of service to others is seen as a privilege—one where your efforts have a direct impact on our firm and the clients. You will help set our clients at ease through competently managing all of the operational aspects of our relationship with them. It’s not just a job; it’s a great jumping off point within the finance industry—building a strong foundation for your career.
The Day-to-Day:
• Work in an open environment as part of a team to service our clients
• Execute operational tasks between Fisher Investments and our custodians
• Communicate over the phone and through writing with high net worth individuals
Your Qualifications:
• Bachelor’s degree or equivalent combination of education and experience
• Strong desire to learn and contribute in a team-oriented environment
• Commitment to a high sense of urgency with an advanced level of detail orientation
• Flexibility and willingness to adapt to changing priorities
• Interpersonal savvy with refined written and verbal communication skills
You don’t need to know anything about Finance or the Investment Industry to work for Fisher Investments—we hire all majors, because we believe we’re better off with the diversity it brings. What you do need is a desire to succeed and a willingness to learn. We’ll provide you all the training you’ll need to do your job well and you can participate in additional trainings to develop professionally and prepare for future opportunities. If you already know quite a bit about Finance and Investing and are excited to work in it, then this is also a good place for you to start your career—in fact, you’ll be surprised to learn even more than you thought possible.