Australia/New Zealand Client Service Associate
3 weeks ago
Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments Australasia Pty Ltd (FIA), 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 support them in navigating their financial futures.
The Opportunity:You will work closely with high-net-worth clients daily. Our proficient CSAs positively impact clients by managing all operational aspects of our firm's relationship with them. You will oversee operations across various functions locally and be part of a collaborative team that encourages growth and helps build the foundation for your lifelong career with Fisher Investments Australasia. This position is based in Sydney.
This role is more than just a job; it is a launchpad within the finance industry. We hire from all majors and backgrounds, valuing diversity. You will be mentored by an experienced CSA and receive coaching from your manager to prepare you for future opportunities within our organization.
The Day-to-Day:- Communicate with high-net-worth clients via phone and email in a team-oriented environment
- Fulfill operational tasks with FIA and our top brokerage partners acting as custodians
- Establish and clear accounts, resolve documentation and transfer issues
- Collaborate with Investment Counsellors to ensure operational excellence for client inquiries
- A university degree or equivalent combination of education and experience
- At least 1 year of experience in operational or back-office roles
- Commitment to quality work within deadlines
- Resilience and a willingness to learn from setbacks
- Excellent communication skills to connect with diverse audiences by phone and email
We work for a bigger purpose: improving the investment universe by always prioritizing clients' interests. We offer unmatched service, ongoing education, and unique investment perspectives.
As we expand our Private Client Group into Australia and New Zealand, you will be at the forefront of this growth. We foster an inclusive culture that values diverse perspectives, providing training, development, benefits, and opportunities to build a lifelong career. Join us in our mission to better the investment universe.
Benefits:- 100% paid premiums for our top-tier supplemental healthcare plan (medical, dental, vision) for employees and dependents
- Superannuation contributions as per legislation, up to the maximum contribution base
- 20 days of annual leave plus 10 paid holidays
- Employee Assistance Program and wellbeing services
- $10,000* fertility, hormonal health, and family-forming benefit
- A collaborative environment with ongoing training, educational support, and employee events
- This is an in-office role, with potential for hybrid work arrangements based on performance and tenure
Fisher Investments is an equal opportunity employer.
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