Home
/
Customer Service
/
International Client Service Associate
International Client Service Associate
Plano
May 20, 2024
ABOUT FISHER INVESTMENTS
At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.
1,001 - 5,000 employees
Financial Services, Client Services
VIEW COMPANY PROFILE >>
About International Client Service Associate

  Overview

  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 UK Client Services colleagues in the US and 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.

  The Day-to-Day:

  Communicate with high net worth UK clients and our partner firms in the US and UKWork with Investment Counselors to fulfill operational requests from clientsHelp onboard new clients by establishing new accounts and resolving documentation and transfer issuesProvide long-term account maintenance for existing UK clients

  Your Qualifications:

  Bachelor's degree, or equivalent combination of education and experienceCommitment to maintain quality of work while sticking to a timelineYou meet challenges head-onYou are engaging and can effectively communicate verbally and in writingDesire to immerse yourself and embrace a new culture and regulatory environment as we expand globallyMaintain client focus and find appropriate solutions when faced with ambiguity

  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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

  FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Customer Service Coordinator (B2B)
With a diverse portfolio of more than 20 brands sold in approximately 150 countries and territories, Estée Lauder Companies is the global leader in prestige beauty, recognized for its skincare, make-
CN_Conti Care Specialist
Job DescriptionAdditional Information Ready to drive with Continental? Take the first step and fill in the online application. QualificationsCompany Description 大陆集团专业开发前沿性技术与服务,以人和货物运输为着眼点,致力于打造可持续且
Customer Support Technician
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary: At NAVEX, our goal is to deli
Customer Service Associate (Document Processor)
JOB DESCRIPTION Customer Service Associate (Document Processor) Chicago, IL (Onsite) Monday-Friday, 8:30am-5:30pm If you've worked in the retail, hospitality, or restaurant industries, you know what
Teller PT
Employment Type: Part-Time, On-site #LI-ONSITE This Teller position starts at $15.60 per hour with an uncapped incentive opportunity based off individual performance. We also offer the following bene
Patient Registry Representative
Imagine how your ideas and expertise can change a patient's life. Our Quality teams help shape the development of groundbreaking technologies to ensure each stage of our innovation process is held to
Customer Engagement Partner
About the Role The future of medicine is here. At Novartis, we are reimagining medicine to improve and extend people's lives. We are working hard to produce breakthroughs and address unmet needs for
Senior Technical Support Engineer
#LI-SL1 We are Datadog's in-house product experts. The Technical Solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and su
Customer Service Employee (m/w/d)
Logistik mit vollem Potenzial. Wir bei GXO sind ständig auf der Suche nach talentierten Mitarbeitern auf allen Ebenen, die die von unserem Unternehmen geforderten Leistungen erbringen können. Du weiß
Assistant Customer Strategic Planning Manager
Be part of the world's most successful, purpose-led business. Work with brands that are well-loved around the world, that improve the lives of our consumers and the communities around us. We promote
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved