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
Click
here to apply!
|