Client Service Associate - Entry Level
On-site
Core
Form relationships with high-net-worth clients to support them in navigating their financial futures and manage operational aspects of the firm's relationship with them.
Role type
Entry-level client service associate (financial services)
Builds
Operational support for high-net-worth clients and coordination between Fisher Investments and brokerage houses
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Client communication, account establishment, documentation resolution, cross-departmental coordination
Responsibilities
Communicate with high-net-worth clients by phone and email, Fulfill operational tasks between Fisher Investments and brokerage houses, Establish and clear accounts and resolve documentation and transfer issues