International Onboarding Coordinator – Canadian Clients

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 d...