Part-Time Client Services & Operations Associate – Tampa

Fisher Investments; Tampa (FL); On-site; USD 17,000 - 25,000; Part time

Benefits offered by this job

401(k) match

Wellbeing resources

Training & events

Job summary

Fisher Investments in Tampa, FL is seeking a part-time Service and Operations Associate. You will provide customer service to internal groups, help schedule client conversations with investment counselors, and support onboarding and maintenance tasks for client accounts.

The role emphasizes collaboration, data handling, and exposure to leadership while balancing class schedules and a minimum 15 hours per week. Must be 18+ with a 3.0+ GPA and commute to the Tampa office.

Qualifications

• Minimum age of 18.
• High School diploma required.
• 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).

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 the new account onboarding process and maintenance for existing client accounts.
• Update internal resources and work with large data sets.
• Work in a collaborative environment with peers and be rewarded through meritocracy.
• Gain exposure to upper management and a team-focused culture.

Skills

Customer service

Data handling

Team collaboration

Education

High School diploma

Enrolled college student pursuing a Bachelor's or Associates degree

GPA 3.0+

Job description

Fisher Investments in Tampa, FL is seeking a part-time Service and Operations Associate. You will provide customer service to internal groups, help schedule client conversations with investment counselors, and support onboarding and maintenance tasks for client accounts.

The role emphasizes collaboration, data handling, and exposure to leadership while balancing class schedules and a minimum 15 hours per week. Must be 18+ with a 3.0+ GPA and commute to the Tampa office.