Part-Time Service and Operations Associate jobs in United States
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Fisher Investments · 5 months ago

Part-Time Service and Operations Associate

Fisher Investments is a company committed to improving clients' financial futures and developing talent in their Part-time Service and Operations Associates. This role is designed for current college students and focuses on providing customer service, scheduling conversations with investment counselors, and handling operational tasks to support client accounts.

Financial Services
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Comp. & Benefits
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H1B Sponsor Likelynote

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

Qualification

Cumulative GPA 3.0+Part-time availability

Required

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

Benefits

A 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)
A collaborative working environment that practices ongoing training, educational support and employee appreciation events

Company

Fisher Investments

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Fisher Investments is an independent, fee-only investment adviser.

H1B Sponsorship

Fisher Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (23)
2023 (16)
2022 (28)
2021 (8)
2020 (7)

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-06-16Private Equity

Leadership Team

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Christer Crusenvinge
Regional Director
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Company data provided by crunchbase