Australia/New Zealand Client Service Associate

5 months ago

Sydney, Australia Fisher Investments Full time

Overview

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 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 manage operations locally across many different functions and be a part of a collaborative team that will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments Australasia. This position is located in Sydney.

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:

Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between FIA and our top brokerage houses who act as our dedicated custodians Establish and clear accounts and resolve documentation and transfer issues Work with Investment Counsellors (ICs) to ensure operational excellence for all client enquiries

Your Qualifications:

A University degree or equivalent combination of education and experience At least 1 year of experience in an operational or back-office capacity Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on and learn from your setbacks  You are engaging and can connect with a wide array of audiences by phone and email

Why Fisher Investments Australasia:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.


The next stage of our growth will be driven by the expansion of our Private Client Group into Australia and New Zealand. You will be at the frontier of this expansion. You will join FIA's workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.


Benefits:

100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base 20 days of annual leave, in addition to 10 paid holidays Employee Assistance Program and other emotional wellbeing services $10,000* fertility, hormonal health and family-forming benefit A collaborative working environment that practises ongoing training, educational support and employee appreciation events 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. 

FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

  • Australia/new Zealand Client Service Associate

    4 months ago

    Sydney, Australia Fisher Investments Full time

    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 give them support in navigating their financial...

  • Business Development Associate for Australia and New Zealand Markets

    3 weeks ago

    Sydney, New South Wales, Australia GLG Full time

    We are seeking an experienced professional to support our business in Australia and New Zealand.The ideal candidate will have a strong ability to communicate effectively, both verbally and in writing, and possess excellent interpersonal skills. A Bachelor's Degree is required, and previous experience in a fast-paced, collaborative environment is highly...

  • Partnerships Associate

    4 weeks ago

    Sydney, Australia Oppizi Full time

    Job type - Full-timeWork type - Hybrid  (3 days in office & 2 days WFH)Seniority Level - Entry level - AssociateSchedule - Monday to Friday, fixed hours - 8:30 - 17:30 Start date -  ASAPOffice location - Level 3, 11-17 Buckingham Street, Surry Hills, 2010Candidate's location - SydneyReporting to - General Manager - Australia & New ZealandSalary Range: AUD...

  • Securities Services Sales

    7 months ago

    Sydney, Australia JPMorgan Chase & Co. Full time

    Seize the opportunity to join J P. Morgan Chase's dynamic, fast-paced environment as a Business Manager, supporting our Australia and New Zealand Securities Services Sales business. This Sydney based role involves strategic planning, business governance, and accurate reporting across multiple dimensions. If you have a background in Business Management,...

  • 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...

  • Country Compliance

    2 months ago

    Sydney, Australia JPMorgan Chase Full time

    Job DescriptionCompliance, Conduct and Operational Risk (CCOR) form part of JPMorgan’s Risk Management and Compliance organization. We maintain oversight of the firm’s compliance, conduct and operational risk management activities and are responsible for the design and execution of a comprehensive Risk and Control framework. We are considered a second...

  • Global Client Solutions Manager

    4 weeks ago

    Sydney, New South Wales, Australia Fenergo Full time

    Fenergo is a global FinTech & RegTech leader, revolutionizing the way financial institutions manage their clients. We are seeking an experienced Global Client Solutions Manager to join our team in Australia and New Zealand.About FenergoWe pride ourselves on delivering innovative solutions that drive automation and scale, improving user experience, and...

  • Investment Operations Associate

    4 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Full time

    About the RoleWe are seeking a highly skilled Investment Operations Associate to join our team in Sydney, Australia. In this role, you will form strong relationships with high-net-worth clients to provide exceptional support and guidance in navigating their financial futures.

  • New Opportunities for Veterinarians in Australia and New Zealand

    3 weeks ago

    Sydney, New South Wales, Australia Seven Animal Health Full time

    About Seven Animal HealthWe are a leading recruitment agency specialising in connecting veterinarians with clinics across the world. Our global presence spans office locations in Australia, USA & the UK, making international relocation and working holidays seamless.Our current focus is on finding suitable roles for recently graduated veterinarians at...

  • Financial Services Associate

    4 weeks ago

    Sydney, New South Wales, Australia Fisher Investments Full time

    Role OverviewWe are seeking a skilled Financial Services Associate to join our team in Sydney. This is an excellent opportunity for someone looking to build a career in the finance industry.

  • Australia and New Zealand Education Sales Manager

    4 weeks ago

    Sydney, New South Wales, Australia Flywire Full time

    We are seeking a highly motivated Sales Manager to join our growing team in Australia and New Zealand. As a Sales Manager, you will be responsible for driving business growth and achieving sales targets across the ANZ region.About the RoleThis is an excellent opportunity for a sales professional with experience in international education to join Flywire's...

  • Business Growth Strategist

    4 weeks ago

    Sydney, New South Wales, Australia DoorDash Technologies Australia Pty Ltd Full time

    Job OverviewWe're seeking a talented Business Growth Strategist to join our Merchant Strategy & Operations team in Australia and New Zealand. As a critical member of our team, you'll drive key growth and operational initiatives, discovering challenges and driving performance across our merchant partner base.

  • Australia and New Zealand Marketing Manager

    7 days ago

    Sydney, New South Wales, Australia TikTok Full time

    About the RoleWe are seeking a seasoned marketing professional to fill the role of Regional Marketing Lead in our Australia and New Zealand office. As a key member of our team, you will be responsible for driving the development and execution of marketing strategies that meet our business objectives.Your primary focus will be on lead generation, activation,...

  • Debt Recovery Specialist

    3 weeks ago

    Sydney, New South Wales, Australia SMAART Recruitment Full time

    We are seeking an experienced Debt Recovery Specialist to join our team in North Sydney, responsible for managing and recovering outstanding loan payments across Australia and New Zealand.Key responsibilities include:Contacting clients via phone and email to discuss overdue payments and arrange payment plansReviewing and analysing client accounts to...

  • Pharmacovigilance Expert for Australia and New Zealand

    1 month ago

    Sydney, New South Wales, Australia Johnson & Johnson Full time

    Discover a fulfilling career as a Pharmacovigilance Expert with Johnson & Johnson in Australia and New Zealand. Our team is dedicated to delivering high-quality pharmacovigilance services that prioritize patient safety and compliance with regulatory requirements.About the RoleWe are seeking an experienced Pharmacovigilance Expert to join our Country Safety...

  • Senior Procurement Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Abbott Full time

    Abbott is a leading global healthcare company that drives innovation and quality in the industry.We are seeking a seasoned Senior Procurement Specialist to join our team based in Australia or New Zealand. Reporting to this role is responsible for the day-to-day procurement activities across all Abbott divisions in the region.The ideal candidate will possess...

  • Newly Graduated Veterinarians: Australia

    8 months ago

    Sydney, Australia Seven Animal Health Full time

    Seven Animal Health are a leading recruitment agency helping veterinarians and clinics in locations across the world, find their next role. With office locations in Australia, USA & the UK, Seven take the hassle out of international relocation and working holidays!We’re currently looking for recently graduated veterinarians at a list of locations across...

  • Pharmacovigilance Expert for Australia and New Zealand

    4 weeks ago

    Sydney, New South Wales, Australia Lilly Full time

    Lilly is seeking a highly skilled Pharmacovigilance Associate to join our team in Australia and New Zealand. As a key member of our Pharmacovigilance team, you will play a critical role in ensuring compliance with internal and external requirements concerning Pharmacovigilance in the region.About the Role:We are looking for a motivated and experienced...

  • Sales Growth Specialist

    1 month ago

    Sydney, New South Wales, Australia Hibob Full time

    About HibobHibob is a dynamic and innovative company that offers cutting-edge SaaS solutions. We are on a mission to revolutionize the HR-tech landscape in Australia and New Zealand.

  • Strategic HR Director for Australia

    4 weeks ago

    Sydney, New South Wales, Australia Tiffany & Co Full time

    Unlock Your Potential as a Strategic HR Director at Tiffany & Co.We are seeking an experienced and visionary HR leader to join our team in Australia and New Zealand. As a Strategic HR Director, you will be responsible for driving business growth through innovative people strategies, fostering a positive employer-employee relationship, and promoting employee...