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Part-Time Service and Operations Associate

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Fisher Investments

Apr 17

Applications are closed

  • Job
    Part-time
    Entry Level
  • Business, Operations & Strategy
  • Plano

Requirements

  • Enrolled college student pursuing a Bachelor's or Associates degree
  • Commute to the Plano, TX office
  • Cumulative GPA of 3.0+
  • Able to work 15 hours a week at a minimum (28 hour maximum)

Responsibilities

  • Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients
  • Work to schedule conversations between our clients and investment counselors
  • Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts
  • Update a variety of internal resources while getting the opportunity to experiment with large data sets
  • Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
  • Gain exposure to upper management and work in an environment that values collaboration

Fisher Investments

Bettering the Investment Universe

Finance
Industry
1001-5000
Employees
1979
Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.