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International Client Service Associate
International Client Service Associate-January 2024
Tampa
Jan 18, 2025
ABOUT FISHER INVESTMENTS
At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.
1,001 - 5,000 employees
Financial Services, Client Services
VIEW COMPANY PROFILE >>
About International Client Service Associate

  Overview

  Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based in Canada. You'll help our Canadian clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.

  The Opportunity:

  You will work with your US and Canadian colleagues to help our high net worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy a myriad of opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development.

  The Day-to-Day:

  Communicate with high net worth Canadian clients and our partner firmsWork with Investment Counselors to fulfill operational requests from clientsHelp onboard new clients by establishing new accounts and resolving documentation and transfer issuesProvide long-term account maintenance for existing clients

  Your Qualifications:

  Bachelor's degree, or equivalent combination of education and experienceCommitment to maintain quality of work while sticking to a timelineYou meet challenges head-onYou're introspective, learning from your setbacksYou are engaging and can effectively communicate verbally and in writingDesire to immerse yourself and embrace a new culture and regulatory environment as we expand globallyMaintain client focus and find appropriate solutions when faced with ambiguity

  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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

  FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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