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Client Relations Specialist

Client Relations SpecialistJob Summary:Become an indispensable member of the Fisher Investments team by applying for the role of International Client Services Associate. In this position, you will be responsible for providing exceptional service to esteemed clients based in the United Kingdom. Fisher Investments offers a challenging and fast-paced work environment, providing you an excellent opportunity to contribute to the transformation of the industry while expanding your professional growth.Job Duties and Responsibilities:• Take time to understand the cultural differences between the US and UK to foster effective communication with partner firms.• Partner with investment counselors to handle operational requirements and achieve customer fulfillment.• Improve the onboarding experience for new clients by offering tailored assistance in resolving account-related documentation and transfer issues, delivering a hassle-free experience.• Our team is dedicated to providing ongoing account maintenance and support to clients in the UK.• Collaboratively work with various internal units, like sales and portfolio management, to deliver on client requests and anticipations.Qualifications and Experience:• A degree at the undergraduate level or an adequate combination of education and expertise.• A firm determination to maintain work quality and adhere to established deadlines.• A proactive approach to problem-solving helps identify potential roadblocks and address them before they become major issues.• Exceptional verbal and written communication abilities that enable successful interaction with clients.• Successfully expanding our reach worldwide requires us to be flexible in adapting to new cultural and regulatory environments.• Committed to addressing clients' requirements with the proficiency to handle indeterminate situations and provide the appropriate outcomes.Benefits of the Position:Our mission at Fisher Investments is to enhance the investment industry while also promoting a supportive and diverse work environment. Our extensive benefits package includes medical, dental, and vision coverage, 401(k) matching, ample paid time off, and programs to assist with family support. Join us in our efforts to make a positive impact on the lives of our clients and employees.About Company:The company believes that diversity in the workplace not only fosters creativity, innovation, and better problem-solving but also leads to a broader understanding of customers and their needs.
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CEO of Fisher Investments
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Damian Ornani
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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 22, 2024

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