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Quality and Review Associate

Company: Fisher Investments
Location: Camas
Posted on: June 9, 2024

Job Description:

Job DescriptionAs a Fisher Investments Review Associate you are the heart of our daily correspondence and will quickly build your network across the firm. You will have direct visibility to all departments at Fisher Investments by helping our internal partners craft professional and accurate correspondence to our clients. This is an excellent platform for those new to the finance industry that hope to build transferable skills and further their career within a global company. The Opportunity: The Fisher Investments Review Team ensures the quality, security and privacy of all outbound correspondence. You will provide unparalleled service by working with managers throughout the firm to mitigate risks to the business and our clients. Our collaborative team will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments. As a Review Associate, you will report directly to your manager who will aid in your professional development. The Day-to-Day:

  • You will work with client-facing employees across all departments and countries to ensure all external email communication is compliant, accurate, and professional
  • Learn and stay up to date with national and international regulatory requirements
  • You will work with managers to recognize and mitigate risk
  • Review and summarize client responses for senior management to measure client sentiment
  • Identify and report time-sensitive inbound client emails to senior management to ensure they are addressed promptly
  • Get a 360-degree view and gain invaluable insight into various departments by helping you gain exposure and prepare for future rolesYour Qualifications:
    • Bachelor's degree or equivalent combination of education and experience
    • You take pride in your ability to accurately check for errors and inaccuracies
    • You excel in adapting to changing prioritiesCompensation:
      • $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
      • Eligible for a discretionary bonus based on firm and individual performanceWhy 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 (*17 days of PTO and 3 days of sick time for California employees)
        • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Portland , Quality and Review Associate, Other , Camas, Oregon

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