FISHER INVESTMENTS is a privately-held investment management firm headquartered in the San Francisco Bay Area with a track record of successfully managing portfolios for high-net-worth private clients and some of the world's preeminent institutions.  We are now searching for highly talented individuals to join our team as Client Service Associates in our Vancouver, WA office. 

Job Summary:

We are looking for talented individuals to join our dynamic and innovative team as Client Services Associates (CSA). CSAs work with our seasoned Investment Counselors, affluent clients, national brokerage firms and various internal departments to establish and maintain accounts for high net worth individuals. CSAs also work closely with management on current projects and operations.

Our training program begins with advanced classroom-style training and graduates into on-the-job mentoring as well as ongoing role and financial industry education. Through training and experience, CSAs gain a better understanding of the investment industry, Fisher Investments’ philosophies, and other areas of the firm (such as Trading, Research, Accounting, Sales and Compliance). CSAs play an integral role in delivering the high level of service our clients deserve. This entry level position operates within the Client Services department of our Private Client Group and offers many opportunities for professional growth. In addition, we offer a competitive salary and full range of benefits.

Duties and Responsibilities:

• New Account Establishment - Process new account documents and facilitate the transfer of assets to begin a client’s relationship with Fisher Investments
• Account Maintenance - Review and complete investment transactions such as additions, distributions, and coordination of account changes and updates
• Problem Solving - Research and resolve operational issues pertaining to client accounts
• Service - Coordinate with brokerage firms and various internal departments to serve the needs of our clients
• Innovation – Identify and recommend ways to improve our process and systems to benefit the firm and our clients

Qualifications:

• Bachelors degree or equivalent combination of education and experience
• Personal or professional track record of achievement
• Excellent communication skills and a highly professional work ethic
• Ability to handle multiple responsibilities and take initiative
• Efficient organizational and time management skills

Benefits:

• Competitive base salary with a rewarding bonus structure
• Open and supportive team-based environment
• Work-life balance
• Generous paid time off
• Full medical, dental and vision benefits
• 401(k) plan with company match