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Client Event Coordinator Entry Level

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Fisher Investments

2021-12-03 07:37:18

Job location Plano, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Description Overview 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 satisfactionSetting up and monitoring our digital events to provide host feedback and quality presentations to our clientsWorking with internal clients to set them up for success hosting eventsIdentify potential problems within team processes by elevating and recommending solutionsCurrent the environment is restrictive of many in-person events so being capable of last minute editsYour Qualifications:Bachelor's degree or equivalent combination of education and experience1+ years of experience in sales or event managementInterpersonal savvy with refined written and verbal communication skillsWillingness to adapt to changing priorities and client needsAdvanced attention to detailU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe 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.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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