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Client Operations Specialist

Company: Fisher Investments
Location: Plano
Posted on: October 4, 2021

Job Description:


The Fisher Investments Institutional Group (FIIG) serves a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve a clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more!


As an Operations Specialist you will ensure our clients get the operational and administrative support they need. The world of institutional investing is a complex universe and we are looking for someone who wants to jump in, immerse themselves, and shine! You will report directly to your hiring manager who will aid in your training and professional development.


The Day-to-Day:

  • Act as a primary contact for operational requests, ensuring our clients receive the best service possible.
  • Manage all aspects of client cash flows such as additions and distributions.
  • Coordinate complex reporting requirements for our clients.
  • Act as central communication hub for Institutional Relationship Managers and clients regarding operational requests.
  • Manage the maintenance of Institutional fund vehicles by coordinating with custodians, internal teams and global regulatory bodies.


Your Qualifications:

  • Bachelor's degree, or equivalent combination of education and experience
  • Commitment to maintain quality of work while sticking to a timeline
  • 1+ year(s) work experience
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:


At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.


*California employees accrue up to 17 days of PTO and 3 days of sick time per year.



Keywords: Fisher Investments, Plano , Client Operations Specialist, Other , Plano, Texas

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