Fisher Investments · 12 hours ago
Client Service Associate – Entry Level
Plano, TX
Full-time
Onsite
New Grad, Entry LevelFisher Investments is focused on bettering the investment universe and believes in the importance of helping others achieve their career goals. As a Client Service Associate, you will build relationships with high-net-worth clients, manage operational tasks, and coordinate client requests across departments.
Financial Services
Responsibilities
Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
Establish and clear accounts and resolve documentation and transfer issues
Qualification
Required
Bachelor's degree, or equivalent combination of education and experience
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
Benefits
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 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
Company
Fisher Investments
Fisher Investments is an independent, fee-only investment adviser.
Founded in 1979
5001-10000 employees
H1B Sponsorship
Fisher Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (23)
2023 (16)
2022 (28)
2021 (8)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
unknown2024-06-16Private Equity
Leadership Team
Christer Crusenvinge
Regional Director
Recent News
Investment News
2026-01-22
2025-11-25
2025-11-22
Company data provided by crunchbase