The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client ... The Client Operations Analyst works directly with our Asset Management Sales and Client Service ...
The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client ... The Client Operations Analyst works directly with our Asset Management Sales and Client Service ...
The role involves managing complex client inquiries, coordinating operational processes, and ensuring accurate and timely reporting. By upholding BNY's principles, this position supports the ...
The role involves managing complex client inquiries, coordinating operational processes, and ensuring accurate and timely reporting. By upholding BNY's principles, this position supports the ...
Senior Vice President, Client Operations Manager - CLO/Structured Debt At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial ...
Senior Vice President, Client Operations Manager - CLO/Structured Debt At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial ...
Senior Vice President, Client Operations Manager - CLO/Structured Debt At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial ...
Senior Vice President, Client Operations Manager - CLO/Structured Debt At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial ...
Operations Manager
$79K - $93K/yr
Support client's operations leadership team in daily operations management of dispatch, including mission assignment, leading meetings, and communicating with internal and external stakeholders
Operations Manager
$79K - $93K/yr
Support client's operations leadership team in daily operations management of dispatch, including mission assignment, leading meetings, and communicating with internal and external stakeholders
Operations Manager
San Antonio, TX · On-site
$79K - $93K/yr
Support client's operations leadership team in daily operations management of dispatch, including mission assignment, leading meetings, and communicating with internal and external stakeholders
Operations Manager
San Antonio, TX · On-site
$79K - $93K/yr
Support client's operations leadership team in daily operations management of dispatch, including mission assignment, leading meetings, and communicating with internal and external stakeholders
Operations Manager
Flower Mound, TX · On-site
Operations Manager Hours:FulltimeLocation:Flower Mound, TX 75028 Industry: Electronics Repair ... This position will ensure client requirements are achieved and resources are maximized to the full ...
New
Operations Manager
Flower Mound, TX · On-site
Operations Manager Hours:FulltimeLocation:Flower Mound, TX 75028 Industry: Electronics Repair ... This position will ensure client requirements are achieved and resources are maximized to the full ...
New
Operations Manager
Flower Mound, TX · On-site
Operations Manager Hours:FulltimeLocation:Flower Mound, TX 75028 Industry: Electronics Repair ... This position will ensure client requirements are achieved and resources are maximized to the full ...
New
Quick apply
Operations Manager
Flower Mound, TX · On-site
Operations Manager Hours:FulltimeLocation:Flower Mound, TX 75028 Industry: Electronics Repair ... This position will ensure client requirements are achieved and resources are maximized to the full ...
New
Operations Manager
Flower Mound, TX · On-site
Operations Manager Hours: Fulltime Location: Flower Mound, TX 75028 Industry: Electronics Repair ... This position will ensure client requirements are achieved and resources are maximized to the full ...
Operations Manager
Flower Mound, TX · On-site
Operations Manager Hours: Fulltime Location: Flower Mound, TX 75028 Industry: Electronics Repair ... This position will ensure client requirements are achieved and resources are maximized to the full ...
L6 - Operations Manager
Houston, TX · On-site
$85K - $99K/yr
Transdev provides a broad range of services for the client's autonomous driving testing and development efforts. The Operations Manager acts as the Transdev operations liaison working with the client ...
L6 - Operations Manager
Houston, TX · On-site
$85K - $99K/yr
Transdev provides a broad range of services for the client's autonomous driving testing and development efforts. The Operations Manager acts as the Transdev operations liaison working with the client ...
L6 - Operations Manager
$85K - $99K/yr
Transdev provides a broad range of services for the client's autonomous driving testing and development efforts. The Operations Manager acts as the Transdev operations liaison working with the client ...
L6 - Operations Manager
$85K - $99K/yr
Transdev provides a broad range of services for the client's autonomous driving testing and development efforts. The Operations Manager acts as the Transdev operations liaison working with the client ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Build knowledge management practices that capture client insights, meeting outcomes, and best ... Act as a trusted operational partner to the CCXO, ensuring the team is briefed, prepared, and set ...
Build knowledge management practices that capture client insights, meeting outcomes, and best ... Act as a trusted operational partner to the CCXO, ensuring the team is briefed, prepared, and set ...
Build knowledge management practices that capture client insights, meeting outcomes, and best ... Act as a trusted operational partner to the CCXO, ensuring the team is briefed, prepared, and set ...
Build knowledge management practices that capture client insights, meeting outcomes, and best ... Act as a trusted operational partner to the CCXO, ensuring the team is briefed, prepared, and set ...
About the role The Sr Associate, Client Operations position within the Credit Operations team ... Case Management: Research and resolve complex credit data discrepancies using proprietary tools ...
About the role The Sr Associate, Client Operations position within the Credit Operations team ... Case Management: Research and resolve complex credit data discrepancies using proprietary tools ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Handling client relationships and managing client's accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external ...
Client Operations Manager information
See Texas salary details
$41.5K - $49.2K
3% of jobs
$49.2K - $56.9K
0% of jobs
$56.9K - $64.6K
3% of jobs
$64.6K - $72.3K
2% of jobs
$72.3K - $80K
2% of jobs
$80K - $87.7K
3% of jobs
$87.7K - $95.4K
1% of jobs
$95.4K - $103.1K
1% of jobs
$103.1K - $110.8K
0% of jobs
$110.8K - $118.5K
1% of jobs
$119.3K is the 25th percentile. Wages below this are outliers.
$118.5K - $126.2K
83% of jobs
$41.5K
$115.2K
$126.2K
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Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 17 days ago
Fisher Investments rating
8.4
Based on 14 frontline employees who took The Breakroom Quiz
Job description
The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more!
The Opportunity:
The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.
The Day-to-Day:
- Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions
- Subject matter expert as it relates to international institutional funds and separately managed accounts
- Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests
- Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
- Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
- Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams
- Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
- Communicate detailed international institutional investor account information to senior members of the Company
- Aid the Institutional Client Operations Team Leader with the ongoing development of the team
Your Qualifications:
- Bachelor's degree or equivalent combination of education/experience
- At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful
- Familiar with securities, financial markets and institutional account types
- Excellent communication skills and experience with customer/client service
- Project management experience, ability to adjust workload based on priority, and passion with process improvements
- Responsible, accountable, detail-oriented and internally motivated
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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About Fisher Investments
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Camas, WA, US
Year founded
1979