Wealth Client Services Associate (Hybrid eligible)

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

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.