Investment Relationship Manager

About us: Fisher Investments is a dynamic and growing investment management company that is committed to helping individuals achieve their financial goals. As a Client Service Associate, you will be part of a talented team that provides exceptional service to our high-net-worth clients. Job Summary: You will work closely with clients to understand their investment objectives and preferences, and provide personalized advice and guidance to help them achieve their goals. Your responsibilities will include: Communicating with clients by phone and email to understand their needs and preferences Collaborating with internal departments to ensure seamless delivery of services to clients Establishing and clearing client accounts, and resolving any documentation or transfer issues Qualifications: Bachelors degree, or equivalent combination of education and experience Excellent communication and interpersonal skills Ability to work in a fast-paced environment and meet deadlines Strong problem-solving skills and attention to detail We offer a comprehensive benefits package, including: Competitive salary and bonuses based on performance 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 Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

Created: 2025-02-23