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 responsibilities include:
Your qualifications include:
Compensation:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
International Onboarding Coordinator - Canadian Clients • Camas, WA, United States
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