Fisher Investments

Fisher Investments

Securities Analyst

Location : Safety Harbor, FL, 34695

Job Type : Other

Date Posted : 27 May 2025

Securities Analyst

Job Summary:

Be a part of our team as a Customer Experience Specialist, and play a crucial role in making our customers' experience exceptional. You'll be the first point of contact for our clients, providing tailored support and guidance to address their needs and ensure their satisfaction throughout the customer journey.

Job Duties and Responsibilities:

  • Ensure that you are the first point of contact for customer inquiries, responding promptly and accurately via phone, email, and chat.
  • Ensure customers receive top-notch assistance by responding to account inquiries, providing helpful product information, and resolving issues with promptness, resulting in a satisfying encounter.
  • Work in harmony with internal teams to resolve customer complaints and elevate complex problems accordingly.
  • Regularly evaluate customer feedback and recommend process improvements with the intention of improving satisfaction levels.
  • Recording all customer interactions and keeping track of relevant follow-up tasks in the CRM system is a best practice that can benefit businesses in the long run.

Qualifications and Experience:

  • The ideal applicant will have earned a Bachelor's degree or possess relevant customer service work experience.
  • With a customer-centric approach, possessing top-notch skills in both verbal and written communication.
  • Displayed adeptness in managing several responsibilities and categorizing them by their priority level within a fast-paced atmosphere.
  • Exceptional capability for resolving issues and being meticulous.
  • Ability in working with CRM programs and Microsoft Office suite.

Benefits of the Position:

  • An appealing base salary coupled with a bonus system based on output and achievements.
  • The benefits package offered is wide-ranging, and includes medical, dental and vision coverage.
  • A retirement investment plan that includes matching contributions from an employer is an excellent way for employees to grow their retirement funds without worry.
  • Paid days off given for vacation, sickness, and holidays.
  • Lifelong learning programs that nurture development.
  • A workplace that fosters diversity and cooperation, with pathways for career advancement.

Salary:

The pay range will be determined based on the candidate's skill set and prior work experience.

About Company:

Our unwavering focus on delivering exceptional [Company Name] solutions is what sets us apart in the [industry or sector]. From our customer-centric philosophy to the development of cutting-edge products, we're committed to empowering our clients and helping them achieve their business objectives. Join our team and be part of a company that's always pushing the boundaries of what's possible.

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