Australia/New Zealand Client Service Associate

3 weeks ago

Sydney, New South Wales, Australia Fisher Investments Full time

Fisher Investments Australasia Pty Ltd is a leader in providing exceptional investment services to high-net-worth clients. We are seeking an experienced Client Service Associate (CSA) to form relationships with clients, navigate their financial futures, and deliver outstanding support.

As a CSA, you will work closely with our Investment Counsellors to ensure operational excellence for all client enquiries. You will communicate with clients by phone and email, establish and clear accounts, and resolve documentation and transfer issues. Your ability to learn from challenges and adapt to new situations will be valuable assets in this role.

We are looking for candidates with a University degree or equivalent experience, at least 1 year of experience in an operational or back-office capacity, and a strong commitment to delivering quality results on time. Our inclusive culture values diverse perspectives and offers opportunities for growth and development.

The estimated annual salary for this position is $85,000-$110,000 AUD, depending on experience and qualifications. Benefits include 100% paid premiums for our top-tier supplemental healthcare plan, super contributions, 20 days of annual leave, employee assistance programs, and fertility benefits.

This is a unique opportunity to launch your lifelong career in the finance industry, whether you have a finance background or not. At Fisher Investments, we put clients' interests first and strive to better the investment universe through unmatched service, continuous education, and unique perspectives on investing.

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