Australia/New Zealand Client Service Associate

Fisher Investments UK; Sydney; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Healthcare premiums

Employer super contributions

20 days annual leave

Employee Assistance Program

Fertility & family-forming benefit

Hybrid work option

Job summary

Fisher Investments Australasia Pty Ltd is seeking a Client Service Associate to support high-net-worth clients from our Sydney office. You will coordinate operations, manage accounts and documentation, and work closely with Investment Counsellors to ensure exceptional client experiences.

The role emphasizes clear communication by phone and email, timely execution of tasks, and collaboration with a professional team in a supportive environment that fosters growth within the Private Client Group.

Qualifications

• University degree or equivalent
• At least 1 year of experience in an operational or back-office capacity
• Demonstrated ability to communicate clearly and manage timelines

Responsibilities

• Communicate with high-net-worth clients by phone and email in a team-oriented environment
• Fulfill operational tasks between Fisher Investments Australasia and custodians
• Establish and clear accounts and resolve documentation and transfer issues
• Collaborate with Investment Counsellors to ensure operational excellence for client inquiries

Skills

Communication skills

Phone & email communication

Education

University degree or equivalent

Job description

Overview

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity:

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them. You will manage operations locally across many different functions and be a part of a collaborative team that will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments Australasia. This position is located in Sydney.

This is not just a job; 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 FIA and our top brokerage houses who act as our dedicated custodians
• Establish and clear accounts and resolve documentation and transfer issues
• Work with Investment Counsellors (ICs) to ensure operational excellence for all client enquiries

Your Qualifications:

• A University degree or equivalent combination of education and experience
• At least 1 year of experience in an operational or back-office capacity
• Commitment to maintain quality of work while sticking to a timeline
• You meet challenges head-on and learn from your setbacks
• You are engaging and can connect with a wide array of audiences by phone and email

Why Fisher Investments Australasia:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia and New Zealand. You will be at the frontier of this expansion. You will join FIA's workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, join us in our mission to Better the Investment Universe.

Benefits:

• 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
• Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
• 20 days of annual leave, in addition to 10 paid holidays
• Employee Assistance Program and other emotional wellbeing services
• $10,000* fertility, hormonal health and family-forming benefit
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• 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.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER