Transition Specialist

Company: Fisher Investments
Location: Palm Harbor
Posted on: May 11, 2022

Job Description:

As a Transition Specialist at Fisher Investments, you will work within the Client Elevations Group. Inheritor Services is a dynamic team that coordinates with departments across the firm to handle sensitive, unique and complex situations with clients. As a Transition Specialist, you will oversee one of the most sensitive and complex situations - the transition of assets after a client's passing.

The Opportunity:

Reporting to the Transition Specialists' Team Lead, you will develop and expand critical thinking and communication skills to take ownership of a nuanced process from start to finish. You will also sharpen your project management skills by finding opportunities to better support our clients while adding direct value to us by improving beneficiary experience and increasing retention.

The Day-to-Day:
Oversee the death re-registration process from start to finish by coordinating with internal partners
Monitor relationships for potential business and reputational risks
Elevate and communicate directly with management, while overseeing the resolution of complex issues
Implement formal training and informal advising for ICs and CSAs on the nuances of the re-registration process
Assist on nuanced calls with beneficiaries' legal and tax representatives
Your Qualifications:
Bachelor's degree, or equivalent combination of education and experience
1+ year experience with financial operations or financial services

Experience with customer/client experience

Commitment to maintain quality of work while sticking to a timeline
Project management experience and capacity to prioritize based on priority
Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days annually
A cumulative learning and development framework customized for every employee
An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Palm Harbor , Transition Specialist, Other , Palm Harbor, Florida