Wealth Client Services Associate — Hybrid
Listed on 2026-10-17
-
Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
Fisher Investments is hiring a Client Service Associate in Plano to support high-net-worth clients and coordinate across portfolio management, sales, and service teams. You will handle client requests, ensure smooth operations with custodians, and assist in account setup and transfers in a collaborative, growth-oriented environment.
This in-office role offers mentorship, training, and pathways to future opportunities within the organization.
We would love to welcome a new Wealth Client Services Associate — Hybrid Opportunity to our organisation in Plano, TX, United States.
This posting is for the Wealth Client Services Associate — Hybrid Opportunity role at Fisher Investments, based in Plano, TX, United States.
We are looking to fill the Wealth Client Services Associate — Hybrid Opportunity position at Fisher Investments in Plano, TX, United States.
The Wealth Client Services Associate — Hybrid Opportunity role at Fisher Investments is now open for applications in Plano, TX, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).