Senior Institutional Client Operations Specialist
Company: Fisher Investments
Location: Plano
Posted on: September 29, 2024
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Job Description:
The Fisher Investments Institutional Group (FIIG) provides asset
management to 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 clientele across multiple subsidiary businesses, over 30
countries, and several investment strategies, currencies,
languages, time zones, and more!
The Opportunity:
The Senior Client Operations Analyst works directly with our Asset
Management Sales and Client Service Relationship Managers,
international institutional clients and consultants, international
custodians, and various internal groups to on-board and maintain
accounts for international institutional investors. You will report
to the 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:
Your Qualifications:
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
Keywords: Fisher Investments, Plano , Senior Institutional Client Operations Specialist, Other , Plano, Texas
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