International Onboarding Coordinator - Canadian Clients
Fisher Investments · Camas, WA
$86k/yr (est.)Posted 6h agoAccounting & Finance
Position summary
The Opportunity: Onboarding Coordinators serve as the global liaisons between Canadian custodians, clients, Investment Counselors, and Outside Sales. The main responsibilities of this small team include set up and continued maintenance of international client accounts, coordinating transfers, and brainstorming ways to improve current processes. Our mission is to go above and beyond to provide unparalleled service for our clients, while being efficient and proactive. This is a unique opportunity…
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