International Onboarding Coordinator - Canadian Clients | Rozgoo | Rozgoo

Fisher Investments

Tampa Palms, US · On-site · Full-time

International Onboarding Coordinator - Canadian Clients

₹75.8L – ₹75.8LPosted 28 days ago

Location: Tampa Palms, US
Work mode: On-site
Employment: Full-time
Salary: ₹75.8L – ₹75.8L
Experience: Mid-level

About the role

© 2026 Rozgoo

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

Experience coordinating client onboarding or accounts
Strong communication with external stakeholders

Skills

client onboarding
international transfers
account maintenance
client service
process improvement
stakeholder coordination
curtodian operations
investment operations
crm systems

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

₹75.8L – ₹75.8L