- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
- Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
- Establish and clear accounts and resolve documentation and transfer issues
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on. You learn from your setbacks and work towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
- $50,000 - $65,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
- Eligible for a discretionary bonus based on firm and individual 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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
-
international client service associate
2 weeks ago
Fisher Careers Camas, United StatesDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developi ...
-
Customer Service Associate
2 days ago
Walgreens Troutdale, United StatesWalgreens - JobID: [Retail Sales / Team Member] As a Customer Service Associate at Walgreens, you'll: Model and deliver a distinctive and delightful customer experience; Register sales on assigned cash register, provide customers with courteous, fair, friendly, and efficient chec ...
-
High Net Worth Service Associate
4 weeks ago
Fidelity Investments Camas, United StatesJob Description: High Net Worth Representative · To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: · Portland, Vancouver, Beaverton, Tigard · We ...
-
Part-Time International Service Associate
2 weeks ago
Fisher Careers Camas, United States Part timeImagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time International Service Associate team and preparing ...
-
Customer Service Associate 525
4 days ago
American Retail Services Troutdale, United States Part timeJob Description · Job DescriptionJOB TITLE: CSA – CASHIER PT · FLSA STATUS: NON-EXEMPT HOURLY · SHIFT SCHEDULE: PART-TIME · DEPT/LOCATION: 25675 SE Stark, Troutdale, OR 97060 · REPORTS TO: RETAIL STORE MANAGER · The Customer Service Associate (CSA) is responsible for providing p ...
-
Cashier - Service Associate PT
2 weeks ago
Rite Aid Hillsboro, United StatesService Associate · Contribute to our mission to improve Health and Wellness in your community. · Become a Rite Aid Service Associate, today · As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your p ...
-
FedEx - Retail Customer Service Associate
2 weeks ago
Fedex Hillsboro, United StatesNo experience requited, hiring immediately, appy now.Full and part time postions available. We offer a flexible schedule, insurance benefits, and a fast paced exciting work place where you can refine your skills.At FedEx Office, team members with a passion for delivering the best ...
-
First Tech Federal Credit Union Hillsboro, United StatesThe Regulatory Deposit Services and Reporting (RDSR) Associate II processes specific banking transactions in a timely and complete manner through a variety of complex technology systems. This position also proactively conducts quality control measures (QC) on assigned processes. ...
-
Sales and Service Associate
1 week ago
24 Hour Fitness Worldwide, Inc. Hillsboro, United StatesFULL-TIME Part-time · LOCATION 6095 SE Tualatin Valley Hwy Hillsboro OR 97123 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and we ...
-
High Net Worth Service Associate
2 weeks ago
Fidelity Investments Camas, United StatesJob Description: High Net Worth Representative To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Portland, Vancouver, Beaverton, Tigard We have an e ...
-
service associate
2 weeks ago
Michaels Stores, Inc. Beaverton, United StatesStore - PORT-BEAVERTON/ EVERGREEN, OR - Deliver friendly customer service, help customers shop our store, and find what theyre looking for. Ensure all customers receive a fast and friendly checkout experience. Complete truck unloading and merchandis Associate, Customer Service, R ...
-
Customer Service Associate
1 week ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: On-Call (10% Differential and Min Shift Availability Required) · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care ar ...
-
Hospitality Service Associate
1 week ago
Legacy Health Portland, United StatesHospitality Service Associate · US-OR-PORTLAND · Job ID: · Type: Part Time - Benefitted · Good Samaritan Medical Ctr campus · Overview · Kindness, courtesy and respect: These attributes allow you to relate well to others under a variety of conditions. As you provide customer ser ...
-
Customer Service Associate
4 weeks ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: Regular Full-Time · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care areas, offices, hallways and other assigned are ...
-
Customer Service Associate
3 weeks ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: Regular Full-Time · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care areas, offices, hallways and other assigned are ...
-
Hospitality Service Associate
1 week ago
Legacy Health Portland, United StatesHospitality Service Associate · US-OR-PORTLAND · Job ID: · Type: Part Time - Benefitted · Good Samaritan Medical Ctr campus · Overview · Kindness, courtesy and respect: These attributes allow you to relate well to others under a variety of conditions. As you provide customer ser ...
-
Hospitality Service Associate
1 week ago
Legacy Health Portland, United StatesHospitality Service Associate (Food Service) · US-OR-PORTLAND · Job ID: · Type: On-Call (10% Differential and Min Shift Availability Required) · Emanuel Medical Ctr campus · Overview · Kindness, courtesy and respect: These attributes allow you to relate well to others under a va ...
-
Customer Service Associate
1 week ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-PORTLAND · Job ID: · Type: On-Call (10% Differential and Min Shift Availability Required) · Good Samaritan Medical Ctr campus · Overview · Your attention to detail will leave a lasting impression on patients, visitors and staff. A ...
-
Customer Service Associate
1 week ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: Regular Full-Time · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care areas, offices, hallways and other assigned are ...
-
Customer Service Associate
5 days ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: On-Call (10% Differential and Min Shift Availability Required) · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care ar ...
client service associate - Camas, United States - Fisher Careers
2 weeks ago
Description
Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.
The Opportunity:
You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm's relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.
This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.
The Day-to-Day:
Your Qualifications:
Compensation:
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER