International Onboarding Coordinator - Canadian Clients

Fisher Investments; Tampa (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision coverage for 您

401(k) match

PTO and holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments is seeking an Onboarding Coordinator to act as the global liaison between Canadian custodians, clients, Investment Counselors, and Outside Sales. The role focuses on set up and ongoing maintenance of international client accounts, coordinating transfers and improving processes.

You will join a small, dynamic team in a growing international group, learning about other cultures and expanding your international know-how while contributing to efficient, proactive client service.

Qualifications

• Detail oriented with a strong sense of urgency.
• Organizes and proactively manages time effectively.
• Ability to navigate ambiguity.
• Flexible and adaptable to constant change.
• Ability to prioritize and meet deadlines.
• Excellent written and verbal communication.
• Maintains client focus and is solution oriented.
• Willing to immerse yourself in a new culture and regulatory environment as we expand globally and dominate our chosen markets.

Responsibilities

• 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.

Skills

Detail oriented

Time management

Navigate ambiguity

Flexibility

Deadline prioritization

Communication

Client focus

Cultural adaptability

Job description

Overview

The 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