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
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
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
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 StageTotal Funding
unknown2024-06-16Private Equity
Recent News
2025-11-25
2025-11-22
Company data provided by crunchbase