Wealth Client Services Associate — Hybrid Opportunity

Fisher Investments; Plano (TX); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Match

Paid Time Off

Family Support Programs

Job summary

Fisher Investments is hiring a Client Service Associate in Plano to support high-net-worth clients and coordinate across portfolio management, sales, and service teams. You will handle client requests, ensure smooth operations with custodians, and assist in account setup and transfers in a collaborative, growth-oriented environment.

This in-office role offers mentorship, training, and pathways to future opportunities within the organization.

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.

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

Adaptability

Customer service

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

Fisher Investments is hiring a Client Service Associate in Plano to support high-net-worth clients and coordinate across portfolio management, sales, and service teams. You will handle client requests, ensure smooth operations with custodians, and assist in account setup and transfers in a collaborative, growth-oriented environment.

This in-office role offers mentorship, training, and pathways to future opportunities within the organization.