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 the firm and brokerage houses
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Communication (phone and email), relationship building, operational coordination, problem-solving, adaptability
Preferred skills
None stated
Technologies
None stated
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
Seniority
Entry-level, mentored role