Jonathan Shoop
Client Service Associate at Fisher Investments
- Role
- Client Service Associate at Fisher Investments
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jonathan Shoop
In my young life I have learned that taking action is one of the most important skills to…
Experience
Client Service Associate
Jul 2024 — Present · Plano, TX, US
Communicate with high-net-worth clients by phone and email in an open, team-oriented work environmentFulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodiansInteract with clients to establish and clear accounts and resolve documentation and transfer issues
Education
Butler University
Bachelor's degree
2020 — 2024
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