As a Client Support Associate, you will uncover your ideal career roadmap while building a blueprint of the firm! As an essential part of the Client Development group, you will directly support our sales team (Client Development Vice Presidents). You will gain valuable skills in sales support, analytics, market knowledge and operations. You will report directly to your team leader who will aid in your training development and career trajectory.
As a Support Associate, you will be the focal support line to our Client Development Vice Presidents, who are producing new business to Fisher Investments through additions, referrals, and new clients. You will handle requests, oversee reporting, and organize portfolio data to assist our sales team. To achieve success in your first year, you will show clear strength at your attention-to-detail and customer service!
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER