- Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
- Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
- Interact with clients to establish and clear accounts and resolve documentation and transfer issues
- Proficient in written and verbal English
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintain quality of work while sticking to a timeline
- You overcome challenges and learn from your setbacks while working towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Employer-paid $10,000 life insurance policy
- 15 days of annual leave, plus up to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
-
IT Service Desk Associate Manager
hace 3 días
Liberty Latin America Communications, Inc. San José, Costa RicaResumen: · **¿Cuál es el rol?** · Ser el líder del área de Servide Desk (mesa de ayuda), con una sólida formación técnica combinada con experiência en servicio al cliente interno (externo es un plus). Una actitud de resolución de problemas con la capacidad de motivar a su equipo ...
-
Client Services Associate
hace 6 días
GFT Technologies SE Heredia, Costa Rica**Client Services Associate**: · - Date: Jun 13, 2023- Location: Heredia, CR, Working place: Remote- Company: GFT Technologies SE**About Us and the Role**: · Founded in 1987, GFT today has more than 10,000 experts around the world and is present in more than 15 markets to ensure ...
-
Client Services Associate
hace 2 días
Experian Heredia, Costa RicaCompany Description · **Experian **is the world's leading global information services company. During life's big moments - from buying a home or a car, to sending a child to college, to growing a business by connecting with new customers - we empower consumers and our clients to ...
-
Client Services Associate
hace 6 días
GFT Technologies SE Heredia, Costa Rica**About the role**: · Do you genuinely like helping people? Do you have experience in delivering exceptional customer service? If yes, we would like you on our team Our client is the leading global information services company that is powering opportunities to create a better wor ...
-
Client Services Associate Ii
hace 4 días
Experian Heredia, Costa Rica**Company Description** · Ready to make a difference? Experian has evolved into a global tech company and leader in data and analytics. We're passionate about unlocking the power of data in order to transform lives and create opportunities for consumers, businesses and society. W ...
-
Client Services Associate Ii
hace 5 días
Experian Heredia, Costa RicaFull-time · Employee Status: Regular · Role Type: Hybrid · Department: Customer Service · Schedule: Full Time · Shift: Day Shift · **Company Description**: · - Experian is the world's leading global information services company, unlocking the power of data to create more opportun ...
-
Client Services Associate Ii
hace 1 semana
Experian Heredia, Costa RicaCompany Description · About us, but we'll be brief · Experian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses and society. We are thrilled to share that FORTUNE has named Experian one o ...
-
Client Services Associate Ii
hace 2 días
Experian Heredia, Costa RicaCompany Description · About us, but we'll be brief · Experian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses and society. We are thrilled to share that FORTUNE has named Experian one o ...
-
Client Services Associate Ii
hace 5 días
Experian Heredia, Costa Rica**Company Description** · Ready to make a difference? Experian has evolved into a global tech company and leader in data and analytics. We're passionate about unlocking the power of data in order to transform lives and create opportunities for consumers, businesses and society. W ...
-
Client Services Associate Ii
hace 4 días
Experian Heredia, Costa RicaFull-time · Employee Status: Regular · Role Type: Hybrid · Department: Customer Service · Schedule: Full Time · **Company Description**: · Ready to make a difference? Experian has evolved into a global tech company and leader in data and analytics. We're passionate about unlockin ...
-
Client Services Associate Ii
hace 1 semana
Experian Heredia, Costa RicaCompany Description · Experian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses and society. We are thrilled to share that FORTUNE has named Experian one of the 100 Best Companies to wor ...
-
Client Services Associate Ii
hace 3 días
Experian Heredia, Costa RicaFull-time · Employee Status: Regular · Role Type: Hybrid · Department: Customer Service · Schedule: Full Time · **Company Description**: · Ready to make a difference? Experian has evolved into a global tech company and leader in data and analytics. We're passionate about unlockin ...
-
Bis-client Services Associate Ii
hace 1 semana
Experian Heredia, Costa RicaCompany Description · Experian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses and society. We are thrilled to share that FORTUNE has named Experian one of the 100 Best Companies to wor ...
-
Associate - Procurement Services
hace 4 días
WNS Global Services San José, Costa RicaCompany Description · **WNS (Holdings) Limited (NYSE**: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Finan ...
-
Associate - Procurement Services
hace 5 días
WNS Global Services San José, Costa RicaCompany Description WNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial S ...
-
Data Associate Portuguese, Amazon Data Services
hace 5 días
Amazon Support Services Costa Rica SRL Heredia, Costa RicaSpeak, write, and read fluently in English · - Work a flexible schedule/shift/work area, including weekends, nights, and/or holidays · - Speak, write, and read fluently in Portuguese · Do you want to help change the way people interact with voice technology? Are you passionate ab ...
-
Associate - Procurement Services
hace 1 semana
WNS Global Services San José, Costa RicaCompany Description · **WNS (Holdings) Limited (NYSE**: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Finan ...
-
Client Services Associate Ii
hace 3 días
Experian San José, Costa RicaCompany Description · Experian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses and society. We are thrilled to share that FORTUNE has named Experian one of the 100 Best Companies to wor ...
-
Sr. Associate, Virtual Service Delivery
hace 4 días
Pfizer San José, Costa RicaColleague Services Senior Associate Virtual Service Delivery · ROLE SUMMARY · ROLE RESPONSIBILITIES · - Lead the Planning, Production and Technical Support of Virtual Events · - Utilize Pfizer's Web-conferencing platforms to produce Virtual Events with industry leading production ...
-
Sr Associate, Solution and Service Management
hace 3 días
Pfizer San José, Costa RicaRecruiter · - Pfizer · - Location · - Escazu, Costa Rica- Costa Rica- Costa Rica- Salary · - Competitive · - Posted · - 20 Apr 2023 · - Closes · - 20 May 2023 · - Ref · - Sector · - Science and Pharmaceutical · - Contract Type · - Full time · - Hours · - Full Time · **ROLE SUMMAR ...
Client Service Associate - Heredia, Costa Rica - Fisher Investments
hace 1 semana
Descripción
Overview
Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on serving our high-net-worth private clients. As a Client Service Associate (CSA) you will be up close and personal with US based clients, forming relationships and becoming the operational expert that helps our clients navigate their financial futures. This is a unique opportunity to be one of the first employees in our new office where we believe your career goals and your desire to help others should go hand-in-hand
The Opportunity:
Reporting to the Client Service Manager, you will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service and more.
This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings. In addition to receiving in-depth training on financial markets, you will be mentored by an experienced CSA to help you succeed at your role.
The Day-to-Day:
Your Qualifications:
Why Fisher Investments Costa Rica:
At Fisher Investments Costa Rica, 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:
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 Costa Rica 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.
FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER