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Review Associate

Company: Fisher Investments
Location: Clearwater
Posted on: June 24, 2022

Job Description:

Help us provide the service our clients deserve Do you have a keen eye for quality and a desire for gaining exposure to other departments around our organization? An exciting opportunity as a Review Associate may be just what you're looking for Clear communication is important to the service we provide our clients. Misspelled words, poor grammar or confusing writing leads to distrust between the firm and the people we serve. Review Associates review client and prospect correspondence to ensure that all communication is consistent, clear and compliant with both regulatory and internal guidelines. Responsibilities: - Monitor and review correspondence between FI employees and clients/prospects - Work closely with management and Compliance to surface potential policy violations and client issues - Work closely with other employees to promote and ensure high communication standards (i.e., accuracy, clarity, professionalism and grammar) - Be a resource to ensure new hires and existing employees are trained on firm policies regarding written communication - Stay current on all applicable policies and procedures and also FI's investment outlook and philosophy - Maintain a high level of confidentiality for both clients and employees Wonder if you are fit? Ask yourself these questions before you consider the role. If you feel you can deliver on these, we'd love to talk with you: - How have you personally taken steps to protect us from additional risk? - Have you demonstrated the ability to remain composed in all situations? - Have you effectively interacted with FI employees and management at multiple levels? - Are you a trusted resource for our internal processes surrounding written communication? How you'll grow in the role: - You will learn more about how our cross-functional departments work together - You will learn more about our investment philosophy - You will develop your critical thinking skills We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. You may not receive an interview. If you'd like to know more about the role, feel free to get in touch with Paul Santos, whom you will report to in the role. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

Keywords: Fisher Investments, Clearwater , Review Associate, Other , Clearwater, Florida

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