International Onboarding Coordinator Canadian Clients

Experteer Overview In this role, you support the global growth of Fisher Investments by onboarding and maintaining international client accounts within the International Private Client Group. You work closely with custodians, clients, investment counselors, and outside sales to ensure accurate setup, funding, and documentation while identifying process improvements. You will contribute to a culture of proactive service and compliance, navigating regulatory environments across markets. This is a hands-on, collaboration-based role in a small team, offering growth opportunities as you expand into new regions. Your impact includes shaping smoother onboarding and better operational efficiency for clients worldwide.

Compensation / Benefits

• Oversee setup and funding of new accounts
• Identify and develop documentation for the group
• Support business growth through various projects
• Follow policies, perform due diligence on accounts and funding
• Identify process improvements and recommend solutions
• Escalate appropriately and manage sensitive documents
• Work onsite in a team-based, open-office environment Tasks
• Detail oriented with a sense of urgency
• Organized and proactive time management
• Ability to navigate ambiguity
• Flexibility to adapt to constant change
• Ability to prioritize and meet deadlines
• Effective written and verbal communication
• Client-focused and solution-oriented
• Desire to immerse in new culture and regulatory environments for global expansion Key requirements
• 100% paid medical, dental and vision premiums for dependents
• 50% 401(k) match, up to IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including Paid Primary Caregiver Leave and fertility/family health assistance
• Hybrid work-from-home option (role-dependent)
• Great Place to Work Certification