Client Service Associate – Entry Level

Fisher Investments; Tampa, Northern (FL, KY); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Full benefits package

Hybrid work option

PTO 20 days and holidays

Job summary

Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining quality and timeliness.

The role offers an in-office environment with a potential hybrid work-from-home option and extensive internal mentoring to prepare for future opportunities within the organization.

Qualifications

• Bachelor’s degree, or an equivalent combination of education and experience.
• Demonstrated ability to communicate clearly by phone and email.
• Comfort coordinating across multiple internal departments.

Responsibilities

• Communicate with high-net-worth clients by phone and email in a team-oriented environment.
• Fulfill operational tasks between Fisher Investments and top brokerage houses acting as custodians.
• Establish and clear accounts and resolve documentation and transfer issues.

Skills

Communication

Customer service

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

Now hiring for 2027 start dates!

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, 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 coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

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 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