Madison Jones in

Madison Jones

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Onboarding Coordinator at Fisher Investments
📍 Dallas, Texas, United States

Madison Jones is a US PCG Onboarding Coordinator at Fisher Investments, leveraging her marketing degree from Southern Methodist University. She specializes in guiding new clients through the setup process, focusing on accurate documentation and a smooth transition to ongoing services. She holds an expert-level certification in Microsoft Excel.

Driven by a passion for people and connections, Madison values creating meaningful interactions. She has a keen interest in global perspectives, which she explored through a study abroad program. Her background suggests a strong affinity for community building and engagement.

She previously managed social media and developed ambassadorship and sponsored rider programs for an equestrian brand.

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Experience
2 Years
Current Role
Onboarding Coordinator
Job Level
Junior
Location
Dallas, Texas, United States
Personality Overview

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Priorities

Topics Madison cares about

Client Onboarding
Her core responsibility at Fisher Investments involves facilitating a seamless and positive onboarding experience for new clients, ensuring all documentation is accurate.
Customer Experience
Expresses a strong desire to work in roles where she can create meaningful interactions and foster community and engagement.
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Career

Work history

7-2024
Onboarding Coordinator
Fisher Investments
6-2021 - 2-2024
Social Media Manager
Sport Horse Essentials
7-2023 - 8-2023
Marketing Intern
MAD Global
8-2022 - 12-2022
Marketing Intern
FieldPulse - Field Service Software
In the press

Media appearances

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Education
Marketing
SMU Cox School of Business
2020 - 2024
Bachelor of Business Administration - BBA
Southern Methodist University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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