Client Service Representative (CSR)
Company: Fisher Investments
Location: Camas
Posted on: June 15, 2026
Job Description:
Do you want a career with a firm that's changing the industry?
As an International Client Services Associate, you'll become part
of our bustling International Private Client Group and focus on
clients based out of the United Kingdom. You'll help our UK clients
while also developing skills to build a unique and rewarding
lifelong career. We hire from all majors because diversity makes us
better. -The Opportunity: -You will work with your UK Client
Services colleagues in the US and UK to help our high-net-worth
clients. You'll directly improve our customers' experience by
managing all operational aspects of the relationship. You'll work
with multiple internal departments ranging from portfolio
management to sales. Through your daily efforts, you'll enjoy
myriad opportunities to learn about our organization and determine
your career path. You'll report directly to your Team Leader who
coaches you and supports your development. This onsite position is
located in Camas, WA.The Day-to-Day:
- Communicate with high-net-worth UK clients and our partner
firms in the US and UK
- Work with Investment Counselors to fulfill operational requests
from clients
- Help onboard new clients by establishing new accounts and
resolving documentation and transfer issues
- Provide long-term account maintenance for existing UK clients
Your Qualifications:
- Bachelor's degree, or equivalent combination of education and
experienceDemonstrated interest in client service and operations
activitiesCommitment to maintain quality of work while sticking to
a timelineYou meet challenges head-on - you learn from your
setbacks and work towards improvementYou are engaging and can
connect with a wide array of audiences by phone and
emailCompensation:
- $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 experienceEligible for a discretionary bonus based on
firm and individual performanceWhy Fisher Investments: -We 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:
- 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
- This 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.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Hillsboro , Client Service Representative (CSR), Customer Service & Call Center , Camas, Oregon
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