Transition Specialist
Company: Fisher Investments
Location: Wylie
Posted on: May 12, 2022
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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, Wylie , Transition Specialist, Other , Wylie, Texas
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