Client Service Associate Entry Level
Company: Fisher Investments
Location: Euless
Posted on: May 12, 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:You
will help and guide participants with any ongoing service needs,
educating them to make the most informed decision on their path to
retirementYou will help participants roll over money from prior
retirement plans, process investment transitions, take
distributions or loans, and much moreYou will help business owners
and Plan Administrators navigate their role in supporting plan
participants on their path to retirementAs the group continues to
grow, you will lead side projects and help with creating
efficiencies within the teamYour Qualifications:Bilingual in
Spanish and English, both verbal and writtenBachelor's degree or
equivalent combination of education and experienceCommitted to
improvement with a will-do attitudeCommitment to maintain quality
of work while sticking to a timelineYou meet challenges head-on;
you learn from your setbacks and work towards improvementYou are
engaging and can connect with a wide array of audiences by phone
and emailWhy Fisher Investments: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:100% paid medical, dental and vision
premiums for you and your qualifying dependentsA 50% 401(k) match,
up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks
paid Primary Caregiver Parental LeaveBack-up Child Care Program
available, offering up to 10 days annuallyA cumulative learning and
development framework customized for every employeeAn award-winning
work environment - we're Great Place to Work Certified, and Top
Workplace winners from The OregonianWe take great pride in our
inclusive culture. We value the different perspectives and unique
skills you bring to the team it makes us all better. Success at
Fisher Investments is motivated by results, a collaborative mindset
and a commitment to accomplishing great things so if you are ready
to do that, we are ready for you! Apply today to be a part of a
team environment where you make a difference in the lives of people
by bettering the investment universe.*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, Euless , Client Service Associate Entry Level, Other , Euless, Texas
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