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Client Account Manager

Client Account ManagerJob Summary:Fisher Investments is seeking enthusiastic individuals to join their team as International Client Services Associates. The primary role of this position is to deliver outstanding support to high net worth clients in the United Kingdom through the International Private Client Group. This is a promising opportunity to commence your career in a challenging and dynamic work environment, as well as contribute to transforming the industry.Job Duties and Responsibilities:• Offer ongoing education and training on financial regulations and market trends to enhance communication and build trust.• Collaborate with investment counselors to handle operational tasks and exceed client expectations.• Simplify the onboarding process for new clients by offering streamlined assistance in setting up accounts and dealing with any documentation or transfer-related issues.• We understand that ongoing support is crucial to the success of our UK clients and are committed to providing it.• Partner with multiple internal departments, such as sales and portfolio management, to cater to client needs and expectations.Qualifications and Experience:• An undergraduate diploma or an adequate commingling of academic instruction and work know-how.• An adamant pledge to meeting work quality requirements and adhering to tight schedules.• Proactively seeking solutions to challenges is a trait that sets successful individuals and organizations apart from others.• The ability to communicate effectively through verbal and written methods, thereby fostering positive engagement with clients.• Adapting to unfamiliar cultures and regulatory frameworks is necessary for us to navigate global growth.• Devoted to providing exceptional service to customers with the aptitude to navigate through ill-defined circumstances and offer suitable resolutions.Benefits of the Position:Fisher Investment's mission is to promote growth in the investment sector while also creating a caring work community. We provide a variety of benefits for our employees, including medical, dental, and vision insurance, 401(k) matching, expansive paid time off, and family support programs. We encourage you to join us in our pursuit of improving the lives of our clients and employees alike.About Company:Fisher Investments provides equal opportunity for all employees to participate in training, career development, and promotions, without discrimination on any grounds.
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CEO of Fisher Investments
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Damian Ornani
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Average salary estimate

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$109000 / ANNUAL (est.)
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$85K
$133K

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You’ll find that we’re a different kind of investment firm than most in the industry and work for a bigger purpose: bettering the investment universe. We are driven to make things better for our employees, our clients and the industry. We invit...

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Full-time, on-site
DATE POSTED
November 20, 2024

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