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Client Service Associate - Entry Level

Fisher Investments

4.1

(21)

Camas, WA

Why you should apply for a job to Fisher Investments:

  • Ranked as one of the Best Finance Companies for Women in 2023
  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.

    • #2024-14714

    Position summary

    ll 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:

    • 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

    Your 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

    Compensation:

    • $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience

    • Eligible for a discretionary bonus based on firm and individual performance

    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 dependents

    • A 50% 401(k) match, up to the IRS maximum

    • 20 days of PTO, plus 10 paid holidays

    • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care

    • $10,000 fertility, hormonal health and family-forming benefit

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • Ranked as one of the Best Finance Companies for Women in 2023
  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.