Client Service Associate Finance

Experteer Overview In this role you support high-net-worth UK clients within Fisher Investments' International Private Client Group, coordinating cross-border service with US and UK teams. You'll manage operational aspects of client relationships, from onboarding to ongoing account maintenance, driving a smooth experience. You work with various internal departments to fulfill requests and learn about the organization, shaping a long-term career path. This onsite Plano, TX role offers growth, development, and exposure to a global private client program.

Compensation / Benefits

• Communicate with high-net-worth UK clients and partner firms in the US and UK
• Collaborate with Investment Counselors to fulfill operational requests
• Onboard new clients by establishing accounts and resolving documentation/transfer issues
• Provide long-term account maintenance for existing UK clients Tasks
• Bachelor's degree, or equivalent combination of education and experience
• Demonstrated interest in client service and operations activities
• Commitment to maintain quality of work while meeting timelines
• Ability to learn from setbacks and pursue improvement
• Engage with a wide range of audiences by phone and email Key requirements
• 100% paid medical, dental and vision premiums for you and qualifying dependents
• 50% 401(k) match, up to IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, fertility and family forming assistance, and caregiver support
• Hybrid work from home program eligibility
• Equal Opportunity Employer