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Transition Specialist

Company: Fisher Investments
Location: Saint Petersburg
Posted on: May 12, 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 partnersMonitor relationships for potential business and reputational risksElevate and communicate directly with management, while overseeing the resolution of complex issuesImplement formal training and informal advising for ICs and CSAs on the nuances of the re-registration processAssist on nuanced calls with beneficiaries' legal and tax representativesYour Qualifications:Bachelor's degree, or equivalent combination of education and experience1+ year experience with financial operations or financial servicesExperience with customer/client experienceCommitment to maintain quality of work while sticking to a timelineProject management experience and capacity to prioritize based on priorityWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe 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, St. Petersburg , Transition Specialist, Other , Saint Petersburg, Florida

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