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 or Canada. You’ll help our UK or Canadian 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 UK or Canadian Client Services colleagues in the US or UK 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. This onsite position is located in Tampa, FL.
The Day-to-Day:
- Communicate with high-net-worth UK or Canadian clients and our partner firms in the US, UK or Canada
- 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 UK or Canadian clients
Your Qualifications:
- Bachelor’s degree, or equivalent combination of education and experience
- Demonstrated interest in client service and operations activities
- 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
