Australia/New Zealand Client Service Associate
Fisher Investments AustraliaSydney, Australia
Overview
At Fisher, we pride ourselves on building teams of people with unique perspectives and diverse backgrounds. That’s one reason why we welcome candidates from all majors, and do not require a business or finance degree to work here. We are looking for motivated individuals who want to work for a purpose-driven business and enjoy developing new skills. There are no set career paths at Fisher. When you join us, you have the opportunity to learn, grow, and chart a course for a rewarding, long-term career.
- Schedule: Full Time
- Level: Entry
- Travel: None
- Salary: Competitive
Collaborative Environment. Ongoing Training & Development. Rewarding Career Progression.
Success Profile
At Fisher, our entry-level service roles demonstrate the following traits, and all are equally important to their success.
- Strong Communicator
- Results Driven
- Trustworthy
- Customer Focused
- Collaborative
- Detail-oriented
Culture
- At Fisher, you will find a welcoming and inclusive work environment where you can grow, thrive, and do your best work. Our teams are collaborative and employees are encouraged to work with experienced professionals and managers from different business areas. Award-winning training programs support employees’ ongoing development and success. Our career development offerings include mentoring, internal talent advising, global job shadowing, career counseling, bridge programs, and more.
- Outstanding performance is recognized and rewarded at Fisher, and with our open career paths, you have the option to choose your own adventure and explore internal career promotions and opportunities. If you are ready to tackle new responsibilities and grow a rewarding career, Fisher is for you!
Potential Career Path
Where you go next at Fisher is up to you!
Early Career Success at
Fisher Investments
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options, and additional benefits that support your health and financial wellness.
-
Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
-
Work-Life Balance
We provide various forms of support and flexibility so you can achieve appropriate balance across all your priorities.
-
Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
-
Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
-
Retirement Plans
Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.
-
Career Growth
& DevelopmentLearning and development programs and resources support you as you build your Fisher career.
Responsibilities
Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments Australasia Pty Ltd (FIA), we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.
The Opportunity:
You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them. You will manage operations locally across many different functions and be a part of a collaborative team that will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments Australasia. This position is located in Sydney.
This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.
The Day-to-Day:
- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
- Fulfill operational tasks between FIA and our top brokerage houses who act as our dedicated custodians
- Establish and clear accounts and resolve documentation and transfer issues
- Work with Investment Counsellors (ICs) to ensure operational excellence for all client enquiries
Your Qualifications:
- A University degree or equivalent combination of education and experience
- At least 1 year of experience in an operational or back-office capacity
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on and learn from your setbacks
- You are engaging and can connect with a wide array of audiences by phone and email
Why Fisher Investments Australasia:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.
The next stage of our growth will be driven by the expansion of our Private Client Group into Australia and New Zealand. You will be at the frontier of this expansion. You will join FIA's workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.
Benefits:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
- 20 days of annual leave, in addition to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- $10,000* fertility, hormonal health and family-forming benefit
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER
Hear from a Fisher Client Development Associate
"This was my first professional job outside of college, and Fisher has taken me from a college graduate who didn’t have a business or finance background and majored in education to become a savvy businesswoman who is gaining knowledge."
-Caitlind
Join our
Talent Community
Stay connected by signing up to receive Fisher business updates and career information.
Join Our Talent CommunitySign Up
for Job Alerts
Let us know what positions you’re interested in, and we’ll send you job notifications.