Client Service Associate - Entry Level
Company: Fisher Investments
Location: Grapevine
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 retirement
You will help participants roll over money from prior retirement
plans, process investment transitions, take distributions or loans,
and much more
You will help business owners and Plan Administrators navigate
their role in supporting plan participants on their path to
retirement
As the group continues to grow, you will lead side projects and
help with creating efficiencies within the team
Your Qualifications:
Bilingual in Spanish and English, both verbal and written
Bachelor's degree or equivalent combination of education and
experience
Committed to improvement with a will-do attitude
Commitment to maintain quality of work while sticking to a
timeline
You meet challenges head-on; you learn from your setbacks and work
towards improvement
You are engaging and can connect with a wide array of audiences by
phone and email
Why 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 dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We 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, Grapevine , Client Service Associate - Entry Level, Other , Grapevine, Texas
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