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Client Event Coordinator - Entry Level

AT Fisher Investments
Fisher Investments

Client Event Coordinator - Entry Level

Plano, TX

Overview

The Global Client Programs group focuses on innovation with a strong commitment to delivering outstanding and informative events for our client base. With team members across many of our US offices, Dublin and London, we are seeking new applicants with a passion for interacting with and educating our clients through digital and in-person events.

The Opportunity:

As a Client Event Coordinator, you will help plan and execute many events, from larger client seminars to more intimate social gatherings. You will be a primary contact throughout the lifespan of an event, ensuring that our vision is turned into reality! Coordinators will have the opportunity to develop their communication, flex their creativity muscles, and create new ways to better support our clients' needs. You will be paired with a mentor to guide you through the role and will report directly to the Client Programs Group Manager who will encourage career development throughout your tenure.

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The Day-to-Day:

  • Coordinate all logistical aspects of events, including venue selection, food and beverage options, and budget oversight
  • Manage relationships with our network of vendors and suppliers, negotiating contract terms and ensuring quality service
  • Oversee on-site event execution, resolving any issues and ensuring a seamless experience for attendees
  • Identify potential process improvements and develop solutions
  • Support post-event evaluations to gather feedback and identify areas for improvement

Your Qualifications:

  • Bachelor's degree or equivalent combination of education and experience
  • Manage complexity and coordinate across several departments under strict timelines
  • Connect with a wide array of audiences by phone and email
  • Proficiency in Microsoft Word and Excel

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Client-provided location(s): Plano, TX, USA
Job ID: Fisher-2025-15394
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Mental Health Benefits
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Happy Hours
    • Holiday Events
    • Casual Dress
    • Company Outings
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Pension
    • 401(K)
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Lunch and Learns
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Fisher Investments.