Client Event Coordinator – Entry Level

Fisher Investments

Portland, OR

Portland, OR, US
Portland, OR
1 day ago

As part of our Client Programs Team, you'll be at the center of our in-person and virtual client events taking place around the globe. These events provide an opportunity to work with senior members of Fisher Investments, while ensuring our clients have memorable experiences on-site and at home. Our programs include seminars, webinars, investment round tables, client video conferences, and a variety of other unique events to educate our clients on complex financial topics in a comfortable environment.


Client Event Coordinators "run the show", navigating each essential step in the event process alongside their team. This includes details such as negotiating contracts, managing the invitation process, directing day-of logistics with our venues, budgeting, all while coordinating with several internal groups from around the firm. You'll be paired with an individual mentor to guide you through the role, and you'll report directly to your manager to encourage career development throughout your tenure.


The Day-to-Day:

  • Build all aspects of creating and running a successful event, including contract negotiation and ensuring host and client satisfaction
  • Setting up and monitoring our digital events to provide host feedback and quality presentations to our clients
  • Working with internal clients to set them up for success hosting events
  • Identify potential problems within team processes by elevating and recommending solutions
  • Current the environment is restrictive of many in-person events so being capable of last minute edits

Your Qualifications:

  • Bachelor's degree or equivalent combination of education and experience
  • 1+ years of experience in sales or event management
  • Interpersonal savvy with refined written and verbal communication skills
  • Willingness to adapt to changing priorities and client needs
  • Advanced attention to detail
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

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 like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

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.


*California employees accrue up to 17 days of PTO and 3 days of sick time per year.



About the Company

Fisher Investments