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Fisher Investments as Client Service Associate
Job Description & How to Apply Below
Become a key player in client relationships as a Client Service Associate at Fisher Investments in Sydney. This role involves direct communication with high-net-worth clients and operational support for their financial investments.
At Fisher Investments Australasia, you'll be instrumental in enhancing our clients' experiences through ongoing support and operational tasks. This position welcomes candidates from all backgrounds and focuses on mentoring and development within the financial industry. Dive into a collaborative environment where your role can evolve into a fulfilling career.
Key Responsibilities:
• Communicate with clients regularly through calls and emails
• Fulfill operational tasks with top brokerage firms
• Open and manage client accounts and documentation issues
• Work with Investment Counsellors on client demands
Requirements:
• University degree or relevant combination of education
• At least 1 year of operational experience
• Commitment to quality work under timelines
• Ability to engage with varied client bases
Make a significant impact on client service and your career at Fisher Investments in Sydney.
Position Requirements
10+ Years
work experience
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