Business Process Associate

Fisher Investments•Plano, TX
•Onsite

About The Position

The Global Business Process Management Group is seeking a Business Process Associate to support business process improvements aligned with Global Business Private Group (PCG) goals. The associate partners with Business Process Analysts, Program Managers, business stakeholders, and technology teams to support project execution, documentation, testing, and process improvement initiatives. This role offers an opportunity to develop foundational business analysis and project management skills while contributing to solutions that improve operational efficiency and the experience of internal and external clients. The position supports process improvement projects, requirements gathering, documentation, User Acceptance Testing, training and change management. The associate will also build knowledge of Global PCG business processes, systems, and operational workflows, progressively taking on additional responsibilities and learning Agile and Scrum methodologies.

Requirements

  • At least 1 year of experience in a role focused on executing business process improvement initiatives.
  • Experience with project tracking software such as Confluence or Jira.
  • High level of attention to detail.
  • Ability to adapt to changes in a fast-paced, team environment.
  • Excellent communication skills.
  • Ability to prioritize workload and manage time across various tasks.
  • Proficiency in Microsoft Office software.
  • Bachelor's degree or an equivalent combination of education and experience.

Responsibilities

  • Support Business Process Analysts and Program Managers in executing business process improvement initiatives.
  • Collaborate with business and technology partners to gather information, document requirements, and support project deliverables.
  • Assist with maintaining documentation of processes, workflows, procedures, and project plans.
  • Support User Acceptance Testing (UAT), including test planning, test execution, defect tracking, and post-production validation.
  • Create and maintain training materials, user guides, and process documentation to support business and technology changes.
  • Research business problems, gather data, and identify opportunities for process improvements.
  • Participate in project meetings, document action items, and follow up on assigned tasks.
  • Support change management activities, including communication, documentation, training, rollout preparation, and production hypercare.
  • Learn Agile and Scrum methodologies while supporting user story writing, refinement, backlog activities, and project delivery.
  • Build knowledge of Global PCG business processes, systems, and operational workflows while progressively taking on additional responsibilities.

Benefits

  • 100% paid medical, dental, and vision premiums for the employee and 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 backup child, adult, and elder care.
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