Client Support Associate

Company: Fisher Investments
Location: Camas
Posted on: October 15, 2021

Job Description:

Overview:

The Opportunity:

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!

The Day-to-Day:

• You'll oversee the completion of various request submitted by the sales team such as: coordinating calls, submitting financial planning reviews, scheduling annuity calls and prepping documents.
• You'll work closely with over 10+ departments at the firm to complete reporting and administrative tasks.
• You'll be responsible for administrative requests: submitting elevations, travel submissions, organizing mail packets and account documents.
• You'll maintain portfolio spreadsheets using excel to help with organization and tracking.
• You'll field requests from a shared team inbox and phone line, being the primary internal contact for our sales team.

Your Qualifications:

• Bachelor's degree, or equivalent combination of education and experience
• You are engaging and can connect with a wide array of audiences by phone and email
• Commitment to maintain quality of work while sticking to a timeline
• You retain a focus on your customers, and have received positive feedback from sales and service members in the past
• U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

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:

• 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 9 paid holidays
• 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• A cumulative learning and development framework customized for every employee
• An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

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

Keywords: Fisher Investments, Portland , Client Support Associate, Other , Camas, Oregon