Fisher Investments Client Service Associate Reviews | Glassdoor

Fisher Investments Client Service Associate Reviews

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Found 33 reviews

3.4
StarStarStarStarStar
Rating TrendsRating Trends
61%
Recommend to a Friend
77%
Approve of CEO
Damian Ornani
5 Ratings
  1. Helpful (3)

    "Great place to work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Client Service Associate in Camas, WA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fisher Investments full-time for more than 2 years

    Pros

    Benefits (50% 401k match, full medical/dental/vision, 20 days of PTO, paid holidays) Merit based promotions Supportive upper management The company truly cares about it's clients So many different paths to go

    Cons

    Only the 10 hour work days

    Fisher Investments2018-09-24
  2. Helpful (1)

    "Good First Job"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Client Service Associate 

    I worked at Fisher Investments full-time for more than 2 years

    Pros

    Good first job out of college. Learn good communication, organization and problem solving skills. The coworkers are the best part of the job.

    Cons

    Technology is severely outdated, not much room for growth outside of the associate level, company is not forward thinking

    Fisher Investments2019-05-02
  3. Helpful (5)

    "Ugh"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Client Service Associate in Plano, TX
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I have been working at Fisher Investments full-time for more than 2 years

    Pros

    Benefits and 401k match is cool

    Cons

    10 hr days, getting time off approved is hard, flex scheduling was approved but didn’t offer early time in for Texas office, just got parental leave and it’s half of what other companies offer, measuring performance off metrics is easily skewed by people that chose to work 12 hour days and take no lunch. If you aren’t top of metrics you don’t get promoted as quick

    Fisher Investments2019-04-04
  4. Helpful (1)

    "Overall great culture, fun people, for young professionals who want to get some financial industry experience"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - CSA (Aka Investment Associate)(Aka Client Services) in Camas, WA
    Recommends
    Neutral Outlook
    No opinion of CEO

    I have been working at Fisher Investments full-time for more than a year

    Pros

    Competitive wages Great benefits (nothing comes out of your pay check for health coverage) Fun culture

    Cons

    Long hours (10 hours mandatory; during the fall months there’s extremely high work flow so your looking at 11+hour days)

    Advice to Management

    Higher more so you can spread out the work load. Right now it’s an extremely demanding role so be ready to work non stop.

    Fisher Investments2018-10-27
  5. Helpful (5)

    "A good option for a job in finance"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Client Service Associate in Camas, WA
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Fisher Investments full-time for more than 2 years

    Pros

    - 50% contribution match - Intensive training program - Fast growing company - Plenty of internal transition opportunities - Open workspace and enjoyable team members - Flexible time off; unlimited partial PTO and 18 days vacation per year - Quality healthcare, 100% covered - Ethical financial company

    Cons

    - Long hours (10 per day) - Isolated location - Position can seem like an underappreciated grunt-work job - Inefficient back-up system

    Advice to Management

    Find ways to allow employees to work from home or at least maintain a normal 8-hour work day without decreasing pay. Be more innovative with modernizing the business structure.

    Fisher Investments2018-09-09
  6. "Great place to start career"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Client Service Associate in San Mateo, CA
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

    I worked at Fisher Investments full-time for more than a year

    Pros

    Great place to learn the basics of client facing aspect of the business and develop strong work ethic.

    Cons

    Can't build a versatile skill set

    Fisher Investments2018-08-01
  7. Helpful (3)

    "Pretty good firm to start off in"

    StarStarStarStarStar
      Current Employee - Client Service Associate in San Mateo, CA

      I have been working at Fisher Investments full-time for more than a year

      Pros

      good training, leadership, and mentorship

      Cons

      I think the salary is way too low for living in the Bay Area

      Fisher Investments2017-10-26
    • Helpful (6)

      "Client Services Associate"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Service Associate in Camas, WA
      Doesn't Recommend
      Negative Outlook

      I worked at Fisher Investments full-time

      Pros

      - Good take home pay - Can move up if quickly even if you didn't study finance, accounting, or business

      Cons

      - Bad pay if you consider hours worked, e.g. starting associates make as much as interns but work 10hrs + overtime (interns know this somehow but a lot of associates don't) - Hours at work are intense: most of the time your overcapacity, putting out fires, and often getting reamed out for mistakes due to being overcapacity. No time to double-check work, a lot of quantity-over-quality type situations when it comes to...

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      Advice to Management

      Make investment research the foundation of career progression, not client services. Allow early hires the time to make mistakes without loads of training on how to avoid mistakes. And less meetings in general, takes away from time that could actually be spent doing work.

      Fisher Investments2017-07-25
    • Helpful (2)

      "Good Company, Not Many Opportunities for Upward Mobility"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Service Associate in Camas, WA
      Doesn't Recommend
      Neutral Outlook
      No opinion of CEO

      I worked at Fisher Investments full-time for more than a year

      Pros

      Employer-paid health, dental, and vision

      Cons

      Required 50 hour work weeks

      Advice to Management

      Create more opportunities for upward mobility within the company

      Fisher Investments2017-03-31
    • Helpful (10)

      "Not a great place for recent college grads"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Service Associate in Camas, WA
      Doesn't Recommend
      Negative Outlook
      No opinion of CEO

      I worked at Fisher Investments full-time for more than 2 years

      Pros

      Great benefits and loved the team I worked with.

      Cons

      This organization is going to have a difficult time growing and retaining millennial talent. Upper management asks for feedback on how to improve the role, but does very little to implement said feedback. Work on the entry level is very monotonous where one is rewarded for quantity of work completed instead of quality. There is no reason for a 10 hour work day, and if there aren't improvements soon, the company will experience...

      Show More

      Advice to Management

      Listen to your employees and welcome HONEST feedback from ALL levels of the firm.

      Fisher Investments2017-02-07
    Found 33 reviews