Investment Relationship Specialist
hace 3 semanas
Be a part of a dynamic team that delivers exceptional service to our high-net-worth private clients. As an Investment Relationship Specialist, you will be responsible for coordinating client requests, working with multiple internal departments, and providing operational support to ensure seamless client experiences.
With a focus on building strong relationships and delivering tailored solutions, you will have the opportunity to make a real impact on our clients' financial futures.
Key responsibilities include:
* Communicating with clients through phone and email in a collaborative work environment
* Fulfilling operational tasks between Fisher Investments and our top brokerage houses
* Interacting with clients to establish and clear accounts and resolve documentation and transfer issues
What we are looking for in a candidate:
* Proficient in written and verbal English
* Bachelor's degree, or equivalent combination of education and experience
* Commitment to maintaining quality of work while meeting deadlines
* Ability to overcome challenges and learn from setbacks
* Engaging and able to connect with a wide range of audiences
Why Fisher Investments Costa Rica?
* We have a unique approach focused on serving our high-net-worth private clients
* Our team is dedicated to delivering exceptional service and creating a collaborative work environment
* We offer a range of benefits, including 100% paid premiums for our top-tier supplemental healthcare plan, employer-paid life insurance, and 15 days of annual leave
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.
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