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Wealth Solutions Associate Team Leader
Fisher Investments, Trier, RP
The Opportunity: The Wealth Solutions Associates Team Leader (WSA TL) will oversee a team of Wealth Solutions Associates (WSAs), who provide Insurance Intermediary Representatives (IIRs) with internal sales support during the Prospect phase and operational support during the Non-Trading phase. The WSAs also monitor the progress of non-trading accounts for new clients, and complete service requests for existing clients. As the WSA TL, you will evaluate the team through various metrics and qualitative efforts. Reporting to the VP of the Wealth Solutions group, you will also lead ongoing team meetings, actively work toward developing individuals in the department and drive team results, and take ownership of various projects to improve our client experience. The Day-to-Day:Participate and drive the process of hiring, evaluating, promoting and/or terminating WSAsOversee training for new WSAs, and trains team members to perform jobs effectivelyEnsure WSAs are knowledgeable about Assurance Vie financial institutions, procedures, account structures, and transfersOrganize the structure of the WSA team to meet and exceed the servicing requirements of the IIRsOversee the elevation processes, and manage daily escalations alongside the team Manage the WSAs who collaborate with the IIRs, the Investment Counsellors (IC), custodians, the client(s), and any other related party to efficiently set up and transfer all new accounts and to effectively service and maintain all existing accountsEnsure collaboration between WSAs and all clients and other WS team membersReview work completed by WSAs to ensure accuracy, efficiency, and complianceBuild an effective team, delegating tasks, and assigning projects to team membersCollaborate with other teams, and act as a resource for issues affecting other departments such as Finance and ComplianceManage insurance companies and other third party relationshipsCreate, develops, and implements efficiencies and automation in all sales and new account processes Develop and implement procedures for WSAs Actively work toward developing the efficiency of the departmentYour Qualifications:A University degree or equivalent combination of education/experienceKnowledgeable about French Assurance Vie account structures, transfers, financial institutions and proceduresExperience with Microsoft programs, Salesforce, SuitabilityWizard, and PowerBIExperience staying organised and managing time, and communicating with various levels of management and with different departmentsExperience in mentorship, training new hires, and leading projects/initiatives Why Fisher Investments Luxembourg: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidaysA supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annuallyUp to €219.60 in employer-paid monthly lunch vouchersGym subsidy of up to €50 per monthA collaborative working environment that practises ongoing training, educational support and employee appreciation events We 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. FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYERÜber das Unternehmen:Fisher Investments
Accounts Receivable Accountant (m/f/d) - HYBRID
Ansys, Darmstadt
Requisition #: 14398 Our Mission: Powering Innovation That Drives Human Advancement When visionary companies need to know how their world-changing ideas will perform, they close the gap between design and reality with Ansys simulation. For more than 50 years, Ansys software has enabled innovators across industries to push boundaries by using the predictive power of simulation. From sustainable transportation to advanced semiconductors, from satellite systems to life-saving medical devices, the next great leaps in human advancement will be powered by Ansys. Innovate With Ansys, Power Your Career. Summary / Role Purpose The Accounts Receivable Accountant (m/f/d) is an entry level position that reports to the Supervisor based in Darmstadt. The primary function will be the collection of past due balances on customer invoices, invoicing customer orders, completing vendor forms for customers, and responding to balance inquiries. Supporting all other AR functions as needed is also expected. Key Duties and ResponsibilitiesSend out customer invoices in a timely manner and assist in automatic emailing of invoices.Responsible for the collection of past due balances on customer invoices and contacting customers concerning issues with their accounts.Verify validity of account discrepancies by collaborating with sales, business operations and customers.Review customer billing and payment history as needed.Resolve valid variances by entering manual invoices, adjustments, or credit memos.Prepare and send weekly AR collection logs with open AR details for the local team.Assist with getting tax exemption certificates from customers for unpaid sales tax balances.Support the department’s values by following policies and procedures and maintaining proficient data entry and supporting documentation.Support the department’s learning initiatives and identify areas for process improvement and automation. Minimum Education/Certification Requirements and ExperienceAssociates / bachelor degree in accounting or finance / IHK certificationEffective listening and strong phone skills.Strong organizational and analytical skills with attention to detail and accuracy.Excellent written and verbal communication skills.Strong work ethic and the ability to work independently.Strong computer and Microsoft Office skills (Excel, Word, PowerPoint, Outlook).Strong German and English language skills. Preferred Qualifications and SkillsTwo years of experience in a collections role preferred.Oracle Financial software experience preferredKnowledge of Salesforce and other CRM experience preferred #LI-HYBRID At Ansys, we know that changing the world takes vision, skill, and each other. We fuel new ideas, build relationships, and help each other realize our greatest potential. We are ONE Ansys. We operate on three key components: the commitments to our stakeholders, the behaviors of how we work together, and the actions of how we deliver results. Together as ONE Ansys, we are powering innovation that drives human advancement.   Our Commitments: Amaze with innovative products and solutionsMake our customers incredibly successfulAct with integrityEnsure employees thrive and shareholders prosper Our Values: Adaptability: Be open, welcome what's nextCourage: Be courageous, move forward passionatelyGenerosity: Be generous, share, listen, serveAuthenticity: Be you, make us stronger Our Actions: We commit to audacious goalsWe work seamlessly as a teamWe demonstrate masteryWe deliver outstanding results INCLUSION IS AT OUR CORE We believe diverse thinking leads to better outcomes. We are committed to creating and nurturing a workplace that fuels this by welcoming people, no matter their background, identity, or experience, to a workplace where they are valued and where diversity, inclusion, equity, and belonging thrive. WELCOME WHAT’S NEXT IN YOUR CAREER AT ANSYS At Ansys, you will find yourself among the sharpest minds and most visionary leaders across the globe. Collectively we strive to change the world with innovative technology and transformational solutions. With a prestigious reputation in working with well-known, world-class companies, standards at Ansys are high — met by those willing to rise to the occasion and meet those challenges head on. Our team is passionate about pushing the limits of world-class simulation technology, empowering our customers to turn their design concepts into successful, innovative products faster and at a lower cost.   At Ansys, it’s about the learning, the discovery, and the collaboration. It’s about the “what’s next” as much as the “mission accomplished.” And it’s about the melding of disciplined intellect with strategic direction and results that have, can, and do impact real people in real ways. All this is forged within a working environment built on respect, autonomy, and ethics.   CREATING A PLACE WE’RE PROUD TO BE  Ansys is an S&P 500 company and a member of the NASDAQ-100. We are proud to have been recognized for the following more recent awards, although our list goes on: Newsweek’s Most Loved Workplace globally and in the U.S., Gold Stevie Award Winner, America’s Most Responsible Companies, Fast Company World Changing Ideas, Great Place to Work Certified (Belgium, China, Greece, France, India, Japan, Korea, Spain, Sweden, Taiwan, and U.K.).   For more information, please visit us at www.ansys.com   Ansys is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.   Ansys does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Ansys. Upon hire, no fee will be owed to the agency, person, or entity.