- Communicate with high-net-worth clients via phone and email in a collaborative, team-oriented environment.
- Execute operational tasks between Fisher Investments and our premier brokerage partners who serve as our dedicated custodians.
- Engage with clients to establish and verify accounts, as well as resolve documentation and transfer challenges.
- Proficient in written and verbal English.
- Bachelor's degree or an equivalent combination of education and experience.
- Commitment to maintaining high-quality work while adhering to timelines.
- Ability to overcome challenges and learn from setbacks while striving for improvement.
- Engaging personality with the ability to connect with diverse audiences via phone and email.
- 100% paid premiums for our top-tier supplemental healthcare plan (covering medical, dental, and vision) for employees and their eligible dependents.
- Employer-funded $10,000 life insurance policy.
- 15 days of annual leave, plus up to 10 paid holidays.
- Employee Assistance Program and additional emotional wellbeing services.
- $10,000* benefit for fertility, hormonal health, and family-forming support.
- A collaborative work environment that emphasizes ongoing training, educational support, and employee appreciation events.
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Client Relations Specialist - Heredia, Costa Rica - Fisher Investments
Descripción
Overview
Since 1995, Fisher Investments and its affiliates have cultivated a specialized methodology centered on assisting our high-net-worth private clients. As a Client Service Associate (CSA), you will engage directly with clients based in the US, building relationships and becoming the operational authority that guides our clients through their financial journeys. This position offers a unique chance to be among the initial team members in our new office, where we believe your professional aspirations and your passion for helping others should align.
The Opportunity:
Reporting to the Client Service Manager, you will manage client inquiries by collaborating with various internal departments, including portfolio management, sales, service, and more.
This role is not merely a job; it serves as a launching pad within the finance sector. Regardless of your background in finance, the opportunities here are limitless. We welcome candidates from all fields of study and experiences, as we value the diversity it brings. Along with comprehensive training on financial markets, you will receive mentorship from an experienced CSA to ensure your success in this role.
The Day-to-Day:
Your Qualifications:
Why Fisher Investments Costa Rica:
At Fisher Investments Costa Rica, we work towards a greater purpose: enhancing the investment landscape. From unparalleled service to unique insights on investing, it is our people who make the Fisher mission achievable. We invest in our team by providing exceptional benefits, including:
We take great pride in our inclusive culture. We value the diverse perspectives and unique skills you bring to our team – it enhances our collective success. Achieving success at Fisher Investments Costa Rica is driven by results, a collaborative spirit, and a commitment to achieving excellence – if you are ready to contribute, we are ready for you.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER
