Client Service Associate – Finance

As a Client Service Associate at Fisher Investments, you'll handle various operational tasks that underpin our relationships with high-net-worth clients. Your primary responsibilities include communicating with clients via phone and email, coordinating client requests across departments, and resolving any documentation and transfer issues. Your proactive involvement will ensure a seamless experience for our clients.

To become a Client Service Associate at Fisher Investments, you need a bachelor's degree or a combination of relevant education and work experience. We're looking for individuals who are committed to maintaining high-quality work while meeting deadlines. Strong communication skills and a personable nature are crucial, as you will be dealing directly with clients and internal teams.

Yes, at Fisher Investments, we place a strong emphasis on mentorship and professional development. New Client Service Associates will be paired with experienced team members who will guide them through their role, ensuring they gain the knowledge and skills required to excel in the finance industry. Our comprehensive training program sets you up for long-term success.

The salary range for a Client Service Associate at Fisher Investments is between $55,000 - $70,000 per year. Entry-level positions will typically start at the lower end of the range, depending on relevant experience. In addition to your salary, you may also be eligible for a discretionary bonus based on individual and firm performance.

Fisher Investments offers an attractive benefits package for Client Service Associates, which includes 100% paid medical, dental, and vision premiums for you and your dependents, a 50% 401(k) match, generous PTO, paid parental leave, and a significant fertility benefit. We are committed to supporting your personal and professional needs.

When dealing with a difficult client interaction, I would remain calm and listen intently to their concerns. Acknowledging their feelings and validating their issues is important. Then, I would work with the necessary internal teams to find a solution, keeping the client informed throughout the process.

I recall a situation where I had to resolve a discrepancy in a client's account documentation. I gathered all necessary information, collaborated with multiple departments, and communicated effectively with the client, ensuring they felt supported throughout the process. Ultimately, we resolved the issue quickly, enhancing the client's trust in our service.

I prioritize tasks based on urgency and client impact. I maintain an organized to-do list and often communicate expected timelines to clients, so they know when to expect updates. This not only keeps me on track but also reassures clients that I am dedicated to fulfilling their needs efficiently.

I am deeply motivated by the impact of my work on others. Helping clients navigate their financial decisions and achieve their goals gives me a sense of fulfillment. I believe that positive client experiences are essential, and I take pride in being a part of those interactions.

I want to work for Fisher Investments because of its commitment to client success and its inclusive culture. The opportunity for professional growth through mentorship aligns perfectly with my career ambitions. I'm excited to contribute to a company that strives to better the investment universe and values its employees.

My communication style is open, clear, and personable. I use active listening to ensure I fully understand clients' needs and respond with empathy. I'm also proactive in providing regular updates, which helps build trust and rapport with clients, enhancing their overall experience.

To maintain high service levels, I focus on organization and responsiveness. I keep detailed notes on client interactions and follow up promptly on requests or issues. I also continuously seek feedback to identify areas for improvement and ensure clients feel valued and understood.

I consider my problem-solving skills to be analytical and collaborative. I examine issues from various angles, involve relevant departments, and communicate clearly with clients. I am dedicated to finding efficient solutions while ensuring the client's needs are met throughout the process.

In a fast-paced environment, I manage stress by staying organized and maintaining a positive outlook. I break down tasks into manageable parts and take short breaks when needed to clear my mind. This approach helps me stay focused and productive without feeling overwhelmed.

I believe the key qualities of a successful Client Service Associate include strong communication skills, empathy, attention to detail, and a proactive mindset. These attributes help foster positive client relationships and ensure that all queries and challenges are addressed effectively, contributing to overall client satisfaction.