International Onboarding Coordinator - Canadian Clients | Rozgoo | Rozgoo

Fisher Investments

Camas, US · On-site · Full-time

International Onboarding Coordinator - Canadian Clients

₹71.0L – ₹71.0LPosted 24 days ago

Location: Camas, US
Work mode: On-site
Employment: Full-time
Salary: ₹71.0L – ₹71.0L
Experience: Mid-level · 2+ yrs
Education: bachelor's

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About the role

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…

Requirements

Bachelor's degree
2+ years client coordination or onboarding experience
Strong communication and coordination skills

Skills

client onboarding
coordination
account management
process improvement
international client servicing
communication skills
crm systems
cross-cultural communication
process automation

About the company

Fisher Investments

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated today.

Fisher Investments

International Onboarding Coordinator - Canadian Clients

₹71.0L – ₹71.0L