International Client Services Associate
Company: Fisher Investments
Location: Vancouver
Posted on: October 15, 2024
Job Description:
Now hiring for summer 2025 start dates! - -Do you want a career
with a firm that's changing the industry? As an International
Client Services Associate, you'll become part of our bustling
International Private Client Group and focus on clients based in
Canada. You'll help our Canadian clients while also developing
skills to build a unique and rewarding lifelong career. We hire
from all majors because diversity makes us better.The Opportunity:
-You will work with your US and Canadian colleagues to help our
high net worth clients. You'll directly improve our customers'
experience by managing all operational aspects of the relationship.
You'll work with multiple internal departments ranging from
portfolio management to sales. Through your daily efforts, you'll
enjoy a myriad of opportunities to learn about our organization and
determine your career path. You'll report directly to your Team
Leader who coaches you and supports your development.The
Day-to-Day:
- Communicate with high net worth Canadian clients and our
partner firms
- Work with Investment Counselors to fulfill operational requests
from clients
- Help onboard new clients by establishing new accounts and
resolving documentation and transfer issues
- Provide long-term account maintenance for existing clientsYour
Qualifications:
- Bachelor's degree, or equivalent combination of education and
experience
- Commitment to maintain quality of work while sticking to a
timeline
- You meet challenges head-on
- You're introspective, learning from your setbacks
- You are engaging and can effectively communicate verbally and
in writing
- Desire to immerse yourself and embrace a new culture and
regulatory environment as we expand globally
- Maintain client focus and find appropriate solutions when faced
with ambiguityCompensation:
- $55,000 - $70,000 base salary per year in the state of WA. New
hires should expect to start at the lower end of the range
depending on experience
- Eligible for a discretionary bonus based on firm and individual
performanceWhy Fisher Investments: -We work for a bigger purpose:
bettering the investment universe. We take great pride in our
inclusive culture, our learning and development framework
customized for every employee, and our Great Place to Work
Certification. It's the people that make the Fisher purpose
possible, and we invest in them by offering exceptional benefits
like:
- 100% paid medical, dental and vision premiums for you and your
qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3
days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary
Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming
benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Beaver Creek , International Client Services Associate, Other , Vancouver, Oregon
Didn't find what you're looking for? Search again!
Loading more jobs...