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Fisher Investments

Independent investment adviser managing diversified portfolios

Client Services Intern

Customer Experience & SupportConfirmed live in the last 24 hours
Internship · Summer 2027

About the Job

Requirements

  • Attend an accredited university and graduate between December 2027 and August 2028.
  • Relocate and attend in person in Camas, Washington, for 10 weeks.
  • Be enthusiastic about creating an unparalleled client experience.
  • Demonstrate a track record of setting and achieving personal or professional goals.
  • Have previous experience achieving results while instilling trust.
  • Work collaboratively on teams.
  • Prioritize competing operational tasks.

Responsibilities

  • Participate in industry-leading classroom and on-the-job training courses.
  • Contribute to assigned project work that builds essential skills and supports future business value.
  • Develop a broad understanding of the client service function within Fisher Investments.
  • Collaborate with fellow interns through projects and competitions.
  • Participate in professional development programming to enhance overall skills.
  • Develop competencies for future opportunities across sales, service, and operations positions within the firm.
  • Support an assigned department in serving clients.

About the Company

Fisher Investments

Independent investment adviser managing diversified portfolios

Fisher Investments is an independent investment adviser serving individuals and institutions worldwide. It builds tailored portfolios by first learning each client's personal goals, time horizon, and financial situation, then selecting a mix of stocks, bonds, cash, and other assets to pursue income and growth while aiming to preserve capital for retirement. Revenue comes from management fees tied to assets under management, aligning the firm's interests with clients as portfolios grow. The firm differentiates itself with a strong focus on personalized, long-term service—putting clients' interests first and providing ongoing guidance through retirement planning. The goal is to help clients achieve financial goals and generate retirement income, with assets managed across private and institutional clients globally.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Camas, WA
Founded
1979

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