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Fisher Investments

Independent investment adviser managing diversified portfolios

Part-Time Service and Operations Associate Intern

Business OperationsPosted on Nov 12
InternshipHeredia Province, Heredia, Costa RicaNo salary listed

About the Job

Requirements

  • Applicants must be at least 18 years old.
  • A high school diploma is required.
  • Applicants must be enrolled college students pursuing a Bachelor's or Technical degree.
  • Applicants must be able to commute to the Heredia, Costa Rica office.
  • Applicants must be proficient in written and verbal English at C1 level or above.
  • Applicants must work five days per week, four hours per day, for 20 hours per week.

Responsibilities

  • Provide customer service to internal business groups that serve high-net-worth private clients.
  • Schedule conversations between clients and relationship managers.
  • Handle operational tasks supporting new account onboarding and maintenance needs for existing client accounts.
  • Update internal resources and work with large datasets.

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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