Part-Time Service and Operations Associate

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

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

• 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)

Why Fisher Investments

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:

• 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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER