What are the responsibilities and job description for the PCGI Operations Associate position at Fisher Investments?
Overview:
The Private Client Group International is looking for an International Operations Associate that excels working collaboratively to ultimately help the business expand across the globe. You will influence the business by working across the firm to establish and refine processes to protect the clients and us against risk.
As an International Operations Associate, you will balance between changing priorities within a collaborative environment. You will review incoming and outgoing email communication to ensure accuracy and resolve discrepancies. Additionally, you will also ensure that our international client accounts are set up correctly by working with client-facing internal partners. You will report to your Team Leader who is passionate about your skill and career development here at Fisher Investments.
The Day-to-Day:
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:
The Opportunity:
The Private Client Group International is looking for an International Operations Associate that excels working collaboratively to ultimately help the business expand across the globe. You will influence the business by working across the firm to establish and refine processes to protect the clients and us against risk.
As an International Operations Associate, you will balance between changing priorities within a collaborative environment. You will review incoming and outgoing email communication to ensure accuracy and resolve discrepancies. Additionally, you will also ensure that our international client accounts are set up correctly by working with client-facing internal partners. You will report to your Team Leader who is passionate about your skill and career development here at Fisher Investments.
The Day-to-Day:
- Monitor and review employee and client communication
- Ensure appropriate operational steps are completed, compliant and follow all rules and regulations
- Elevate discrepancies and compliance issues for review and resolution
- Design, document, and refine team processes to adapt to changing needs
- Process account maintenance changes for international clients
- Work directly with upper and senior management to solve issues
- Develop and present continuing education for internal client-facing partners
Your Qualifications:
- Bachelor's degree or equivalent combination of education and experience required
- You excel in adapting to changing priorities
- Maintain client focus and find appropriate solutions when needed
- Eager to work in a collaborative environment to support high-volume output
Compensation:
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
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 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Salary : $55,000 - $70,000