Financial Services Liaison

hace 2 semanas


San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo

At Fisher Investments, we're committed to delivering exceptional service to our high-net-worth clients. As a Client Service Associate, you'll play a vital role in forming lasting relationships and navigating clients' financial futures. This is an exciting opportunity to join our new office in Costa Rica, where your career goals and desire to help others will come together.

The Opportunity: Reporting to the Client Service Manager, you'll coordinate client requests by working with multiple internal departments, including portfolio management, sales, and more. This is not just a job; it's a stepping stone in the finance industry. Whether you have a finance background or not, your possibilities here are endless.

The Day-to-Day: 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.

Your Qualifications: Proficient in written and verbal English. Bachelor's degree, or equivalent combination of education and experience. Commitment to maintaining quality of work while sticking to a timeline. You overcome challenges and learn from setbacks while working towards improvement. You're engaging and can connect with a wide array of audiences by phone and email.

Why 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. We invest in them by offering exceptional benefits like 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.



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