Fisher Investments

401(k) Solutions Client Service Associate, Bilingual in Spanish and English Required (2017-5232)

US-WA-Camas
Category
Client Services
Job ID
2017-5232

Overview

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401(k) Solutions Client Service Associate, Bilingual in Spanish and English Required

 

The retirement plan space can be a complex and confusing market for small businesses and their participants to navigate – our mission is to work with small businesses to better their employee retirement plan needs.

Do you have an entrepreneurial spirit or a start up mentality? Then the 401(k) solutions group is the place for you. Our 401(k) group is still in its infancy; as we mold and adapt our business to better service our 401(k) clients, you’ll experience a startup environment, within the security of working at a well established firm. It’s a unique opportunity to flex your leadership skills.

In this role you’ll be primarily working out of our Camas, WA office, and will also be traveling to meet our clients on location. If you enjoy handling new and unique obstacles everyday then you’ll thrive in this high impact role.

Your time will be spent doing 3 primary things:

  1. Operations – you’ll be responsible for handling the logistics of onboarding new clients
  2. Customer Service – you’ll be helping our participants get enrolled in their plans and with any ongoing service needed
  3. Projects – As the group continues to grow you’ll have the opportunity to support and spearhead side projects and new initiatives

You don’t need 401(k) experience to be successful in this role. It’s great if you have it, but we have all the tools and resources to train you to be a subject matter expert.

What you’ll do

  • Become an expert in 401(k) operations and FI’s unique service offering
  • Travel around the country to sit down, one-on-one, with participants to enroll them in their plan and educate them on saving for retirement
  • Utilize your Bilingual English and Spanish language to effectively connect with participants
  • Learn to deal with ambiguity and cultivate your leadership skills

What you need:

  • Deep understanding of the Spanish language – both verbal and written
  • Willingness to travel
  • Flexibility and a will do attitude
  • Startup mentality

If you’re ready to make a big impact then this is the role for you – apply now.

 

We believe in providing the training needed to be successful in our entry-level roles. Accordingly, none of our entry-level jobs require the highly specialized knowledge needed for us to sponsor an H-1B visa and we therefore do not provide sponsorship for entry-level positions.

 

Fisher Investments is an equal opportunity employer.

 

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