Client Service Representative (CSR)

Job Summary:Join Fisher Investments as an International Client Services Associate, where you'll play a crucial role in the International Private Client Group, focusing on UK-based clients. This position offers an opportunity for career growth and skill development within a dynamic and evolving industry.Job Duties and Responsibilities:• Communicate with high net worth UK clients and partner firms in the US and UK to address their needs promptly and effectively.• Collaborate with Investment Counselors to fulfill operational requests from clients, ensuring a seamless client experience.• Assist in the onboarding process for new clients by establishing accounts and resolving documentation and transfer issues.• Provide ongoing account maintenance and support for existing UK clients, maintaining a high level of service.Qualifications and Experience:• Bachelor's degree or equivalent combination of education and experience.• Demonstrated commitment to maintaining quality of work while adhering to timelines.• Proactive problem-solving skills with the ability to tackle challenges head-on.• Excellent verbal and written communication skills, with a talent for engaging and effective communication.• Desire to immerse oneself in and adapt to new cultures and regulatory environments as part of global expansion efforts.• Client-focused mindset with the ability to find suitable solutions in ambiguous situations.Benefits of the Position:• Competitive salary and benefits package, including 100% paid medical, dental, and vision premiums for employees and their dependents.• Generous 401(k) match, up to the IRS maximum, promoting long-term financial health.• 20 days of paid time off, in addition to 10 paid holidays, fostering work-life balance and well-being.• Family support programs, including 8 weeks of Paid Primary Caregiver leave and adoption assistance.• $10,000 fertility, hormonal health, and family-forming benefit, supporting employees' personal and family needs.Salary:Competitive salary commensurate with experience and qualifications.About Company:Fisher Investments is committed to making a positive impact on the investment universe while fostering an inclusive culture and providing exceptional benefits to its employees. With a focus on learning and development, Fisher Investments offers opportunities for career advancement and personal growth. As an equal opportunity employer, Fisher Investments values diversity and invests in its employees to help them thrive.