Part-Time Service and Operations Associate

Overview

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.

 

The Opportunity:

 

This part-time opportunity is for current college students located near our Fisher campus in Tampa, Florida. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).

 

The Day-to-Day:

• 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

Your Qualifications:

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

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER