Client Service Associate – Australia & NZ (Hybrid)

Fisher Investments; Sydney; Hybrid; AUD 60,000 - 78,000; Full time

Benefits offered by this job

Healthcare premiums

Super contributions

Annual leave

Employee assistance

Fertility/health benefit

Hybrid work option

Job summary

Fisher Investments Australasia Pty Ltd in Sydney is seeking a Client Service Associate to form relationships with clients and help navigate their financial futures.

You will manage operations across functions, support high-net-worth clients by phone and email, and collaborate with Investment Counsellors to ensure smooth client experiences. The role is in-office with potential hybrid work, reporting to a Manager who will coach your career growth.

Qualifications

• 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 are engaging and can connect with a wide array of audiences by phone and email.

Responsibilities

• 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

Education

University degree or equivalent combination of education and experience

Job description

Fisher Investments Australasia Pty Ltd in Sydney is seeking a Client Service Associate to form relationships with clients and help navigate their financial futures.

You will manage operations across functions, support high-net-worth clients by phone and email, and collaborate with Investment Counsellors to ensure smooth client experiences. The role is in-office with potential hybrid work, reporting to a Manager who will coach your career growth.