FI
Client Service Associate – Entry Level
full-time•Tampa
About this role
Overview
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. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.
The Opportunity:
You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.
This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.
The Day-to-Day:
- 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
Your 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 learn from your setbacks and work towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
Why 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 care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
What you'll do
- As a Client Service Associate, you will manage operational aspects of client relationships and coordinate client requests across various internal departments. You will communicate with high-net-worth clients to support their financial needs.
About Fisher Investments
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
For more information on Fisher Investments, please visit www.fisherinvestments.com.
Careers Page: https://www.fisherinvestments.com/en-us/careers
Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures
Privacy Policy: https://www.fisherinvestments.com/en-us/privacy
Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Ready to join Fisher Investments?
Take the next step in your career journey
Frequently Asked Questions
What does a Client Service Associate – Entry Level do at Fisher Investments?
As a Client Service Associate – Entry Level at Fisher Investments, you will: as a Client Service Associate, you will manage operational aspects of client relationships and coordinate client requests across various internal departments. You will communicate with high-net-worth clients to support their financial needs..
Is the Client Service Associate – Entry Level position at Fisher Investments remote?
The Client Service Associate – Entry Level position at Fisher Investments is based in Tampa, Florida, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Client Service Associate – Entry Level position at Fisher Investments?
You can apply for the Client Service Associate – Entry Level position at Fisher Investments directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.