{"id":1602471,"url":"https://alion.io/job/fisher-investments-client-service-associate-entry-level","title":"Client Service Associate – Entry Level","company":{"id":11585,"name":"Fisher Investments","domain":"fisherinvestments.com","url":"https://alion.io/company/fisher-investments","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Camas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":55000,"max":70000,"currency":"USD","period":"year","gross":null,"usd_annual":70000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-01T19:35:40Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-28T00:47:05Z","board_verified":true,"closed_at":null,"days_open":26,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":26},"description":"Overview\nNow hiring for 2027 start dates!\nInvesting can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, 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.\nThe Opportunity:\nYou 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 coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.\nThis 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.\nThe Day-to-Day:\nCommunicate with high-net-worth clients by phone and email in an open, team-oriented work environment\nFulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians\nEstablish and clear accounts and resolve documentation and transfer issues\nYour Qualifications:\nBachelor’s degree, or equivalent combination of education and experience\nCommitment to maintain quality of work while sticking to a timeline\nYou meet challenges head-on. You learn from your setbacks and work towards improvement\nYou are engaging and can connect with a wide array of audiences by phone and email\nCompensation:\n$55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience\nEligible for a discretionary bonus based on firm and individual performance\nWhy Fisher Investments:\nWe work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:\n100% paid medical, dental and vision premiums for you and your qualifying dependents\nA 50% 401(k) match, up to the IRS maximum\n20 days of PTO, plus 10 paid holidays \nFamily 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\nThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.\nFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER","description_format":"text","description_chars":3054,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-01T19:35:40Z"}],"visa":[],"liveness":{"score":27,"band":"fade","label":"Fading","p_open":1,"p_active":0.598,"p_room":0.45,"age_days":25,"expected_fill_days":14,"reasons":["conf:3","wave","velocity","win:tail","comp:junior"],"computed_at":"2026-10-27T05:46:45Z"},"pay":{"stated_usd_annual":70000,"is_top_pay":true},"html_url":"https://alion.io/job/fisher-investments-client-service-associate-entry-level","json_url":"https://alion.io/job/fisher-investments-client-service-associate-entry-level.json","meta":{"generated_at":"2026-10-28T05:24:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7139,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":11585},"rest":"https://alion.io/mcp/rest/get_company?id=11585"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffisher-investments-client-service-associate-entry-level"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffisher-investments-client-service-associate-entry-level"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffisher-investments-client-service-associate-entry-level"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fisher-investments-client-service-associate-entry-level\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffisher-investments-client-service-associate-entry-level"}]}