Client Relationship Coordinator

hace 3 días


San José, San José, Costa Rica Fisher Investments A tiempo completo

Fisher Investments is seeking a highly motivated Client Relationship Coordinator to join our team in Costa Rica. As a Client Service Associate, you will play a key role in coordinating client requests and establishing relationships with high-net-worth clients.

The Opportunity:

  • Work in a fast-paced environment with a focus on delivering exceptional client service
  • Develop strong relationships with clients and internal departments
  • Contribute to the success of our clients and the company

In this role, you will have the opportunity to receive in-depth training on financial markets and be mentored by an experienced CSA. You will also be expected to communicate effectively with clients by phone and email and fulfill operational tasks between Fisher Investments and our top brokerage houses.

Your Qualifications:

  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in written and verbal English (Requires C1 level or above)
  • Bachelor's degree, or equivalent combination of education and experience


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