What are the responsibilities and job description for the Client Service Representative (CSR) position at Fisher 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 US and Canadian colleagues 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.The Day-to-Day :
- Communicate with high net worth Canadian clients and our partner firms
- 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 clientsYour Qualifications :
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on
- You are engaging and can effectively communicate verbally and in writing
- Desire to immerse yourself and embrace a new culture and regulatory environment as we expand globally
- Maintain client focus and find appropriate solutions when faced with ambiguityWhy 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
