At a Glance
- Tasks: Provide exceptional customer service and support for high-net-worth clients.
- Company: Join Fisher Investments, a dynamic firm dedicated to improving financial futures.
- Benefits: Enjoy flexible hours, competitive pay, and access to wellness resources.
- Other info: Experience personal growth in an award-winning workplace with diverse perspectives.
- Why this job: Kickstart your finance career in a supportive, collaborative environment.
- Qualifications: Must be 18+, enrolled in college, and have a GPA of 3.0+.
The predicted salary is between 12 - 15 £ per hour.
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 Plano, TX. 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
- Enrolled college student pursuing a Bachelor's or Associates degree
- Commute to the Plano, TX 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
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! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
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.
Service and Operations Associate (Part-Time) (PLANO) employer: Fisher Investments
Fisher Investments is an exceptional employer that fosters a vibrant and inclusive work culture, perfect for current college students in Plano, TX. With a strong emphasis on personal and professional growth, employees benefit from ongoing training, educational support, and a collaborative environment that values diverse perspectives. Our commitment to employee wellbeing is reflected in our generous benefits, including a 50% 401(k) match and access to mental health resources, making this part-time role not just a job, but a meaningful stepping stone in the finance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Service and Operations Associate (Part-Time) (PLANO)
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Fisher Investments often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Fisher Investments.
We think you need these skills to ace Service and Operations Associate (Part-Time) (PLANO)
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Fisher Investments and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Fisher Investments. A little light-heartedness can go a long way!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
