International Onboarding Coordinator – Canadian Clients

Fisher Investments • Plano, TX

10h • Onsite

About The Position

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

Requirements

• 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

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed