
Client Service Associate
7 days ago
Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments Singapore (FIS), 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. Y ou 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 Singapore .
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
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