Client Service Associate - Entry Level
Company: Fisher Investments
Location: Camas
Posted on: October 21, 2024
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Job Description:
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:
Your Qualifications:
Compensation:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Corvallis , Client Service Associate - Entry Level, Other , Camas, Oregon
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