Financial Services Operations Specialist

hace 2 semanas


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

Overview:

Fisher Investments and its affiliates have developed a specialized approach focused on serving high-net-worth private clients since 1995. As a Client Service Associate, you will be closely involved with US-based clients, forming relationships and becoming the operational expert that helps them navigate their financial futures.

The Opportunity:

You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more, reporting to the Client Service Manager.

This is not just a job; it's a career development opportunity within the finance industry. We hire from all majors and backgrounds because we believe diversity brings value. You will receive in-depth training on financial markets and be mentored by an experienced CSA to help you succeed.

Day-to-Day Responsibilities:

You will fulfill operational tasks between Fisher Investments and top brokerage houses, interacting with clients to establish and clear accounts, and resolve documentation and transfer issues.

Your Qualifications:

You should possess proficient written and verbal English skills, a Bachelor's degree or equivalent combination of education and experience, a commitment to quality work while meeting deadlines, and the ability to overcome challenges and learn from setbacks.

Benefits:

We offer exceptional benefits, including:

100% paid premiums for our top-tier supplemental healthcare plan, employer-paid $10,000 life insurance policy, 15 days of annual leave, plus up to 10 paid holidays, Employee Assistance Program, and a collaborative working environment with ongoing training and educational support.

Estimated Salary: $60,000 - $80,000 per year



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