Client Service Associate – Entry LevelFisher Investments GmbH • Tampa, Florida, United States

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Client Service Associate – Entry Level

Fisher Investments GmbH

Tampa, Florida, United States

Tampa, Florida, United States

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À propos

Client Service Associate – Entry Level At Fisher, we pride ourselves on building teams of people with unique perspectives and diverse backgrounds. That’s one reason why we welcome candidates from all majors, and do not require a business or finance degree to work here. We are looking for motivated individuals who want to work for a purpose-driven business and enjoy developing new skills. There are no set career paths at Fisher. When you join us, you have the opportunity to learn, grow, and chart a course for a rewarding, long-term career. Collaborative Environment. Ongoing Training 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

Tampa, Florida, United States

Compétences linguistiques

English

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