Client Service Associate - Finance
Company: Fisher Investments
Location: Wylie
Posted on: May 5, 2022
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Job Description:
If you have a startup mentality and would enjoy improving the
retirement options of small businesses nationwide, this opportunity
at Fisher Investments could be the role for you! Our 401(k) group
is growing and you can help mold and adapt our business to better
service our clients, within the security of working at a
well-established firm. You don't need 401(k) experience to be
successful, we have all the resources to train you to be an
expert.
The Opportunity:
The retirement plan space can be a complex and confusing market for
small businesses and their employees to navigate - our mission is
to help them plan and save towards a more dignified retirement. You
will use your bilingual English and Spanish language skills to
directly support our clients and their employees through a variety
of different requests, educating them on their retirement plan
benefits and features along the way. If you enjoy handling new
challenges every day, then you will excel in this dynamic role. You
will report directly to your Manager who will aid in your training
and career development.
The Day-to-Day:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, it's the people that make the Fisher purpose
possible. And we invest in them by offering exceptional benefits
like:
California employees accrue up to 17 days of PTO and 3 days of sick
time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY
EMPLOYER
Keywords: Fisher Investments, Wylie , Client Service Associate - Finance, Accounting, Auditing , Wylie, Texas
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