#2024-14816
he Team Leader onsite, who will support your skill and career development. You will act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.
The Day-to-Day:
Manage the onboarding of new institutional segregated and fund accounts
Subject matter expert as it relates to international institutional funds and separately managed accounts
Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests
Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
Coordinate with custodians to support institutional accounts, along with contract negotiation between clients and internal teams
Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
Communicate detailed international institutional investor account information to senior members of the Company
Aid the Institutional Client Operations Team Leader with the ongoing development of the team
Your Qualifications:
Bachelor's degree or equivalent combination of education/experience
At least 2-3 years professional experience in the financial services industry
Familiar with securities, financial markets and institutional account types
Experience with customer/client service
Project management experience, ability to adjust workload based on priority, and passion with process improvements
Responsible, accountable, detail-oriented and motivated
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 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER