Client Service Associate - Retirement Plans
Company: Fisher Investments
Location: Cortez
Posted on: May 9, 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 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: 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, Palmetto , Client Service Associate - Retirement Plans, Other , Cortez, Florida
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