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Client Support Representative

Client Support RepresentativeJob Summary:Join Fisher Investments as and take your career to new heights. The role requires you to provide outstanding service to esteemed United Kingdom-based clients in the International Private Client Group. This is a chance to work in an environment that is both exciting and fulfilling while contributing to changing industry practices.Job Duties and Responsibilities:• Use clear and concise language when communicating with high net worth clients and partner firms to ensure mutual understanding.• Team up with investment counselors to resolve operational inquiries and ensure client happiness.• Simplify the onboarding process for new clients by offering dedicated support in establishing accounts and dealing with any documentation or transfer-related roadblocks.• Our commitment to providing ongoing assistance and upkeep for our UK clients is unwavering.• Foster a close partnership with internal departments, comprising of sales and portfolio management, to ensure client satisfaction is achieved.Qualifications and Experience:• An academic certification at the undergraduate level or a comparable fusion of learning and practice.• An unwavering determination to maintain excellence in work and adhere to strict timelines.• Rather than waiting for problems to arise, it's best to approach them proactively and head-on.• Proficiency in verbal and written communication that enables successful interaction with clients.• A key component of our global expansion strategy involves adapting to new cultural and regulatory climates.• A mindset that prioritizes the client's needs with the competency to handle uncertain circumstances and provide suitable resolutions.Benefits of the Position:Fisher Investments is devoted to improving the world of investment and fostering a supportive atmosphere for our team. Our comprehensive benefits package includes medical, dental, and vision coverage, matching 401(k), ample paid time off, and programs to assist with family support. Help us in making a beneficial impact on the lives of our clients and employees by coming to work with us.As an equal opportunity employer, Fisher Investments does not discriminate based on race, gender, ethnicity, religion, sexual orientation, age, disability, or any other protected status in its employment decisions.
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CEO of Fisher Investments
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Damian Ornani
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$12.5
$14.15

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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 17, 2024

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