International Onboarding Coordinator – Canadian Clients - Plano
16 hours ago
Job description
OverviewThe Opportunity:
Onboarding Coordinators serve as the global liaisons between Canadian custodians, clients, Investment Counselors, and Outside Sales.
The main responsibilities of this small team include set up and continued maintenance of international client accounts, coordinating transfers, and brainstorming ways to improve current processes.
Our mission is to go above and beyond to provide unparalleled service for our clients, while being efficient and proactive.
This is a unique opportunity to join a growing expansion country in the International Private Client Group You will exercise your creative muscles to support our global growth, helping you develop and build new skills as you grow in your career at Fisher Investments.
This opportunity comes with the chance to learn about other cultures, become an important part of a small and dynamic team, and increase your international know-how.
The Day-to-Day:
Oversees assigned operational tasks for the setup and funding of new accounts
Identifies, creates and develops documentation for group
Supports the growth of the business through various projects
Follows group and firm policies and procedures and performs due diligence on account information and funding
Identifies potential process improvements and recommends solutions
Identifies elevations and routes appropriately
Responsible for properly handling sensitive and/or confidential documents
Works onsite, under direct supervision, in a team-based and open office environment
Your Qualifications:
Detail oriented while maintaining a sense of urgency
Organizes and proactively manages time effectively
Ability to successfully navigate ambiguity
Embodies will-do and flexibility to adapt to constant change
Ability to prioritize and meet deadlines
Communicates effectively, both written and verbal
Maintains client focus and is solution oriented
Desire to immerse yourself in a new culture and regulatory environment as we expand globally and dominate our chosen markets
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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