Client Service Associate

Overview

Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on serving our high-net-worth private clients. As a Client Service Associate (CSA) you will be up close and personal with US based clients, forming relationships and becoming the operational expert that helps our clients navigate their financial futures. This is a unique opportunity to be one of the first employees in our new office where we believe your career goals and your desire to help others should go hand-in-hand!

The Opportunity:

Reporting to the Client Service Manager, 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 beli...