What are the responsibilities and job description for the Client Service Representative position at Fisher Investments?
Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments , we believe your career goals and your desire to help others should go hand-in-hand.
The Opportunity :
You will be working closely with high-net-worth clients, managing all operational aspects of our firm's relationship with them. This involves coordinating client requests by working with multiple internal departments, including portfolio management, sales, service, and more.
What You'll Do :
- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment.
- Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians.
- Establish and clear accounts and resolve documentation and transfer issues.
Qualifications :
Why Fisher Investments :
We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, learning and development framework customized for every employee, and Great Place to Work Certification.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
