Investment Relationship Manager
hace 4 días
Overview
Fisher Investments and its affiliates have developed a specialized approach focused on delivering exceptional service to high-net-worth private clients since 1995. As an Investment Relationship Manager, you will be responsible for forming relationships with US-based clients and providing operational support to help them navigate their financial futures.
This is a unique opportunity to be part of our new office where career goals and a desire to help others align perfectly. You will report to the Client Service Manager and coordinate client requests by working with multiple internal departments, including portfolio management, sales, and more.
The Opportunity
Whether or not you have a finance background, this role offers endless possibilities for growth and development. We hire from all majors and backgrounds because we believe diversity brings significant value. In addition to receiving in-depth training on financial markets, you will be mentored by an experienced colleague to ensure your success in the role.
The Day-to-Day
- Fulfill operational tasks between Fisher Investments and top brokerage houses who act as our dedicated custodians
- Interact with clients to establish and clear accounts and resolve documentation and transfer issues
Your Qualifications
- Proficient in written and verbal English
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintaining quality work while adhering to deadlines
- Ability to overcome challenges and learn from setbacks
Benefits
We offer a range of benefits designed to support your well-being and career growth, including:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Employer-paid $10,000 life insurance policy
- 15 days of annual leave, plus up to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- Collaborative working environment with ongoing training, educational support, and employee appreciation events
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