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Client Event Coordinator (2018-6823)

Camas, WA, United States


Job Description


Client Programs coordinates local in‐person events for clients in cities across the country. These programs provide unique access to senior members of the firm and to other FI clients. Programs include Fisher Forecast Seminars, Fisher Friends Events, Investment Roundtables, and Client Conference Calls. Team members are involved in all aspects of program planning such as scheduling events, negotiating contracts, managing the invitation process, directing day‐of logistics, budgeting, and coordinating with various internal groups.


What you’ll do:

  •  Manage client attendance to seminars
  •  Prepare presentation folders and fulfillment kits and monitor related shipments
  •  Monitor printing and fulfillment of program materials
  •  Monitor inventory of program supplies, regularly placing and receiving orders
  •  Identify potential problems, elevate appropriately, and recommend solutions
  •  Perform other tasks and projects as assigned

What you’ll get:

You’ll learn more about “real-world” finance in your first few months than any class ever taught you-- thanks in part to our unique mentor program. You’ll be encouraged to ask questions, improve processes, and propose novel solutions to problems. If you hate the idea of corporate bureaucracy and politics, you’ll love that we evaluate employee performance in a manner that is straightforward and metrics-based.  Do your best, rise to the top of the ranks in your area, and you’ll be on your way to earning more advanced opportunities.  That’s how our top executives got there, and we think you can do it too.  In fact, we hope you’ll advance to your next role within 1 to 3 years (a typical outcome for successful employees).  Add more value, get more value back.


What we’d like:

An unrelenting work ethic, a track record of success, stellar communication abilities, and a drive to succeed.  In addition, if you are a high-achiever with a background in something other than finance, don’t worry-- you won’t be alone at Fisher Investments, where some of our top employees studied subjects that span the humanities and the sciences.

The bottom line:

If this job posting seems different from those of our competitors, it’s because we really are different:  it’s not just a slogan or a mantra.  We are out to change an industry by building a better mousetrap.  No tricks, no games, just top-tier money management and excellent service to our clients.  To do that, we need to hire the best of the best.  So, what are you waiting for? Apply now!





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