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Hear from a Client Service Associate

Fisher Investments

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Hear from a Client Service Associate

5 581 просмотр · 2 года назад
Fisher Investments
74,5 тыс. подписчиков
5 581 просмотр · 2 года назад
Rachel is an operations specialist within our Client Service Associate group. Her primary role is coordinating client onboarding paperwork to begin their relationship with Fisher, assisting with opening client accounts with our custodians and help arrange the transfer of funds so Fisher can begin building the client’s portfolio. Connect with Fisher Careers on: Facebook -   / fishercareers   LinkedIn -   / fisher-investments   Instagram -   / fishercareers   Connect with Fisher Investments on: Facebook - /   / fisherinvestments   Twitter - /   / fisherinvest   LinkedIn - /   / fisher-investments   Instagram - /   / fisher.investments   Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice. This content constitutes the general views of select Fisher Investments employees and should not be regarded as personal career advice or a promise of employment.