Client Services Internship (Summer 2027)

Fisher Investments; Tampa (FL); On-site; USD 27,552,000 - 34,440,000; Full time

Job summary

Fisher Investments is offering a 10-week paid summer internship in client services, with in-person opportunities in Camas, WA; Plano, TX, or Tampa, FL. The program includes hands-on training, mentorship, and cross-team collaboration to support professional growth in financial services.

Interns will work on project-based assignments, develop client-service competencies, and participate in development activities designed to prepare for roles across sales, service, and operations within the firm.

Qualifications

• Attending an accredited university graduating between December 2027 and August 2028.
• No prior industry experience or knowledge required.
• Ability to relocate and attend in person for 10 weeks at Fisher Investments in Camas, WA; Plano, TX, or Tampa, FL.
• Enthusiastic about creating an unparalleled client experience.
• Proven track record of success setting and achieving both personal or professional goals.
• Previous experience achieving results while instilling trust.
• Ability to work on collaborative teams.
• Outstanding prioritization with competing operational tasks.

Responsibilities

• Participate in industry‑leading training courses both in the classroom and on‑the‑job training
• Contribute to assigned project work that will build essential skills supporting future business value
• Develop a broad understanding of the client service function within Fisher Investments
• Collaborate and engage with fellow interns through projects and competitions
• Take part in professional development programming to enhance your overall skills
• Develop competencies required for success in future opportunities across sales, service, and operations positions within the firm

Education

University student graduating 2027–2028

Job description

Overview

Overview:

Imagine joining a team of dedicated professionals fully committed to bettering the investment universe for clients by actively supporting goals and visions for the future. At Fisher Investments, providing unparalleled service to our clients is a top priority. As a Client Services intern, you will participate in meaningful project work that will impact teams across the firm and provide countless opportunities for professional growth. We hire from all majors because the diversity of backgrounds helps us achieve our goals in new ways.

The Opportunity:

During our 10-week, paid summer internship program, you will receive hands‑on training, project-based assignments, and dedicated mentorship to support your development as a professional in the financial services industry and ensure your success.

Our client services interns will be assigned a department to support our clients and learn foundational skills in the finance industry. You will also participate in regular professional development activities where you will have the chance to engage with firm leaders, learn about our culture and network.

The Day-to-Day:

• Participate in industry‑leading training courses both in the classroom and on‑the‑job training
• Contribute to assigned project work that will build essential skills supporting future business value
• Develop a broad understanding of the client service function within Fisher Investments
• Collaborate and engage with fellow interns through projects and competitions
• Take part in professional development programming to enhance your overall skills
• Develop competencies required for success in future opportunities across sales, service, and operations positions within the firm

Your Qualifications:

• Attending an accredited university graduating between December 2027 and August 2028
• No prior industry experience or knowledge required
• Ability to relocate and attend in person for 10 weeks at Fisher Investment in Camas, WA; Plano, TX, or Tampa, FL
• Enthusiastic about creating an unparalleled client experience
• Proven track record of success setting and achieving both personal or professional goals
• Previous experience achieving results while instilling trust
• Ability to work on collaborative teams
• Outstanding prioritization with competing operational tasks

Program Dates and Locations:

• Camas, WA: June 9 – August 13, 2027
• Plano, TX + Tampa, FL: May 24 – July 30, 2027

Why Fisher Investments:

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you!

We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award‑winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER