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About the Role
As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. 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.
Responsibilities
- 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
Requirements
- 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
- Meet challenges head-on and learn from your setbacks
- Engaging and can connect with a wide array of audiences by phone and email
Location
- Sydney
Work Type
- In-office
- Hybrid
Experience Level
- 1 year of experience in an operational or back-office capacity
Education Level
- University degree or equivalent combination of education and experience
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
About the Company
- 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 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.
Equal Opportunity
- FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER