Part-Time Service and Operations Associate

Fisher Investments - Plano, TX

Part-time - Intern

Plano, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Part-Time Service and Operations Associate role at Fisher Investments is designed for current college students who are eager to gain experience in the finance industry. This position focuses on providing exceptional customer service to internal business groups, supporting client account operations, and collaborating with peers in a vibrant work environment. The role offers flexible scheduling to accommodate academic commitments while allowing associates to develop their skills and gain exposure to upper management.

Responsibilities

• Provide top-notch customer service to internal business groups serving high-net-worth private clients.
• Schedule conversations between clients and investment counselors.
• Handle operational tasks to support new account onboarding and maintenance for existing client accounts.
• Update various internal resources and experiment with large data sets.

Requirements

• Enrolled college student pursuing a Bachelor's or Associates degree.
• Cumulative GPA of 3.0 or higher.
• Ability to work a minimum of 15 hours per week, with a maximum of 28 hours.

Benefits

• 50% 401(k) match up to the IRS maximum (must be 21 years and older).
• Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP).
• Ongoing training and educational support.
• Employee appreciation events.