HNWI Client Services Associate — Growth & Impact

Fisher Investments; Camas (WA); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health premiums covered

401(k) match

PTO + holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments is hiring a Client Service Associate to support high-net-worth clients with navigating their financial futures. You will work closely with multiple internal departments to manage client requests, ensuring seamless operations and strong service.

The role emphasizes relationship-building, onboarding, and problem-solving with a mentor-guided path toward future opportunities within the firm. It is an in-office role with potential hybrid options depending on tenure and performance.

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 setbacks and work towards improvement.
• 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 Fisher Investments and our top brokerage houses who act as our dedicated custodians
• Establish and clear accounts and resolve documentation and transfer issues

Skills

Communication skills

Customer service

Professional communication

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is hiring a Client Service Associate to support high-net-worth clients with navigating their financial futures. You will work closely with multiple internal departments to manage client requests, ensuring seamless operations and strong service.

The role emphasizes relationship-building, onboarding, and problem-solving with a mentor-guided path toward future opportunities within the firm. It is an in-office role with potential hybrid options depending on tenure and performance.