Client Support Representative

hace 2 meses

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

Overview

Since 1995, Fisher Investments and its affiliates have cultivated a specialized approach dedicated to serving our high-net-worth private clients. As a Client Support Representative (CSR), you will engage directly with clients based in the US, building relationships and becoming the operational expert who assists clients in navigating their financial journeys. This role offers a unique opportunity to be among the first team members in our new office, where we believe that your career aspirations and your commitment to 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, and service.

This position is not merely a job; it serves as a launchpad within the finance sector. Regardless of your background in finance, the opportunities here are boundless. We welcome candidates from all fields of study and experiences, as we believe that diversity enhances our team. Alongside comprehensive training on financial markets, you will receive mentorship from an experienced CSR to ensure your success in this role.

The Day-to-Day:

  • 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 manage accounts, resolving documentation and transfer challenges.

Your Qualifications:

  • 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 through phone and email.

Why Fisher Investments Costa Rica:

At Fisher Investments Costa Rica, we strive for 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 offering exceptional benefits, including:

  • 100% paid premiums for our top-tier supplemental healthcare plan (including medical, dental, and 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 additional emotional wellbeing services.
  • $10,000 fertility, hormonal health, and family-forming benefit.
  • A collaborative work environment that emphasizes ongoing training, educational support, and employee appreciation events.

We take immense pride in our inclusive culture. We value the diverse perspectives and unique skills you bring to our team, as they contribute to our collective success. Achieving results at Fisher Investments Costa Rica is driven by collaboration and a commitment to excellence. If you are ready to make a meaningful impact, we welcome you to join our team and contribute to improving the investment universe.

FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER

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