Client Service Associate

4 weeks ago

Singapore Fisher Investments Full time
Overview

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. 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 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 transfer issues
  • Work with Investment Counsellors (ICs) to ensure operational excellence for all client enquiries
Your Qualifications
  • 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
  • You meet challenges head-on and learn from your setbacks
  • You are engaging and can connect with a wide array of audiences by phone and email
Why Fisher Investments Singapore

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture and our learning and development framework customized for every employee.

It\'s the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents
  • Employer-paid therapy, coaching, and other EAP services including well-being support
  • Family Support programs including $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • A collaborative working environment that practices ongoing training, educational support and employee appreciation events
  • Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS SINGAPORE IS AN EQUAL OPPORTUNITY EMPLOYER

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Other
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