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in Camas, WA

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Hours Full-time, Part-time
Location Camas, WA
Camas, Washington

About this job

Overview

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:

  • Operations you ll be responsible for handling the logistics of onboarding new clients
  • Customer Service you ll be helping our participants get enrolled in their plans and with any ongoing service needed
  • 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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