Elevate your career as a Client Service Associate with Fisher Investments in Sydney, focusing on high-net-worth clients and operational excellence. Engage directly with clients to provide comprehensive support and resources for their financial futures.

In this role at Fisher Investments Australasia, you will actively communicate with clients and complete crucial operational tasks. This position is perfect for those seeking to grow professionally within finance, regardless of your educational background. Join a dedicated team where you will receive mentoring and coaching to advance your career.

Key Responsibilities:
• Communicate effectively with clients via phone and email
• Fulfill operational tasks between FIA and brokerage houses




• Establish client accounts and resolve documentation issues
• Collaborate with Investment Counsellors on client inquiries

Requirements:
• University degree or equivalent experience
• Minimum of 1 year in operational or back-office roles
• Commit to high-quality work within deadlines
• Ability to connect with diverse clients and audiences

Enhance your experience in finance while serving high-net-worth clients at Fisher Investments in Sydney.
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📌 Client Service Associate - Fisher Investments (Nova Scotia)
🏢 Fairygodboss
📍 Nova Scotia