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Service and Sales Operations Associate

Company: Fisher Investments
Location: Portland
Posted on: November 22, 2021

Job Description:

Overview:As a Service and Sales Operations Associate you will directly support US Sales by analyzing and allocating resources to sales personnel. You will work directly with our Investment Counselors (ICs) by managing capacity, providing operational support and delegating resources. By supporting our US Private Client Sales team you will make a direct impact by overseeing lead allocation and assisting with new hire setup and training. You will report directly to your hiring manager who will support your development.US PCG (our largest segment of assets under management) is a driving force behind organic growth inside our organization. As a Service and Sales Operations Associate, you will better the investment universe by making resource allocation and IC assignment decisions that directly improve the continued growth of the clients we help.The Day-to-Day:Use data to manage and distribute lead flow to US PCG Sales personnel based on an assigned territoryAssist US PCG Sales management with overseeing the lead assignment and allocation process for the SalesforceProvide operational support for all Sales systems and Sales-related processesReconcile and audit the Sales and Funding boardsCreate and assign non-marketing generated prospectsWork on projects to develop and improve current processesHelp with new hire setup and training for Sales rolesAssign ICs to US clients and manage team capacityYour Qualifications:Bachelor's degree or equivalent combination of education and experienceYou maintain a client focus regardless of what you're working onInterpersonal savvy with refined written and verbal communication skillsYou have demonstrated experience with auditing techniquesYou understand how to navigate a regulatory environment and maintain a constant baseline of risk awarenessYou're proficient in both quantitative and qualitative analysisU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy 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, Portland , Service and Sales Operations Associate, Sales , Portland, Oregon

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