High-Net-Worth Client Support Specialist

1 week ago


Sydney, New South Wales, Australia Fisher Investments Full time
About the Role

Investing can be a complex and daunting task for many individuals. At Fisher Investments, we take a unique approach to helping our clients navigate their financial futures. As a Client Service Associate, you will play a critical role in forming relationships with our high-net-worth clients and providing them with the support they need to achieve their financial goals.

Key Responsibilities
  • Communicate with clients by phone and email to understand their needs and provide personalized support
  • Fulfill operational tasks between Fisher Investments and our top brokerage houses to ensure seamless client experience
  • Establish and clear client accounts, resolve documentation and transfer issues, and work with Investment Counsellors to ensure operational excellence
Qualifications
  • University degree or equivalent combination of education and experience
  • At least 1 year of experience in an operational or back-office capacity
  • Strong communication and problem-solving skills, with the ability to work in a fast-paced environment

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