Senior Institutional Client Operations Specialist
Plano, Texas
Employer: Fisher Investments
Industry: Operations
Salary: Competitive
Job type: Full-Time
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
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:
- 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
Created: 2024-08-27
Reference: 2024-14093
Country: United States
State: Texas
City: Plano
ZIP: 75093
Similar jobs:
-
Senior Simulation Operations Specialist
Baylor College of Medicine in Texas Medical Center, Texas💸 $60995 - $70733 per year -
AIRFIELD OPERATIONS SPECIALIST
United States Army Installation Management Command in Fort Cavazos, Texas -
Facility Operations Specialist
Internal Revenue Service in Austin, Texas -
Training Specialist, Operations (Customer Service) 503A - Houston, TX
Empower Pharmacy in Houston, Texas -
MOBILIZATION OPERATIONS SPECIALIST
U.S. Army Forces Command in Fort Cavazos, Texas -
Operations Specialist, Level 1-4 (Rankin/Big Lake, TX)
Kinder Morgan in Rankin, Texas -
Operations Specialist
United States Army Futures Command in Austin, Texas -
Facility Operations Specialist
National Archives and Records Administration in College Station, Texas -
Operations Specialist, Level 1-4 (Rankin/Big Lake, TX)
Kinder Morgan in Rankin, Texas -
Communication Desk Operations Specialist
SPECTRUM in Austin, Texas -
Operations Transformation System Specialist
Occidental Petroleum in Snyder, Texas -
Operations Specialist
Aveanna Healthcare in San Antonio, Texas -
Division Operations Specialist , Dean 4-MEES
Lone Star College in Kingwood, Texas💸 $36057 - $41465 per year -
Facility Operations Specialist
Internal Revenue Service in Austin, Texas -
TPWD - Maintenance Specialist III (Operations Ranger/Backup UPO)
CAPPS in Vanderpool, Texas -
Solar Operations Specialist
Public Storage in Plano, Texas -
Fresh Merchandise Operations Specialist
Acosta, Inc in San Antonio, Texas -
TPWD - Maintenance Specialist I-II-III (Operations Ranger)
CAPPS in Rockport, Texas -
Learning Operations Specialist (Remote)
Frontend Arts in Houston, Texas -
Design Operations Specialist - Senior
Procom in Austin, Texas