Financial Relationship Specialist

hace 1 mes


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

Fisher Investments is a renowned financial services firm that has been dedicated to serving high-net-worth private clients since 1995. With a specialized approach focused on delivering exceptional results, the company continues to grow and expand its global presence.

Job Title: Financial Relationship Specialist

As a Financial Relationship Specialist at Fisher Investments, you will have the unique opportunity to form lasting relationships with US-based clients, working closely with them to navigate their financial futures. This role is an excellent jumping-off point for those interested in pursuing a career in finance, regardless of prior experience or background.

Key Responsibilities:

  • Communicate effectively with high-net-worth clients via phone and email, providing personalized support and guidance
  • Coordinate client requests by collaborating with internal departments, including portfolio management, sales, and service teams
  • Establish and clear accounts, resolve documentation and transfer issues, and interact with clients to ensure seamless experiences

Requirements and Qualifications:

  • Proficient in written and verbal English, with strong communication skills
  • Bachelor's degree or equivalent combination of education and experience
  • Demonstrated ability to work efficiently, maintain quality, and adhere to timelines
  • Able to overcome challenges, learn from setbacks, and continuously improve
  • Engaging personality with excellent interpersonal skills, enabling effective interactions with diverse audiences

Compensation and Benefits:

  • Estimated Salary: $60,000 - $80,000 per annum, depending on location and experience
  • 100% paid premiums for top-tier supplemental healthcare plan (medical, dental, vision) for employees and 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
  • $10,000 fertility, hormonal health, and family-forming benefit (equivalent in local currency for non-US residents)
  • A collaborative working environment offering ongoing training, educational support, and employee appreciation events

About Our Culture:

Fisher Investments values diversity, inclusivity, and collaboration. We believe that diverse perspectives and unique skills are essential to our success and strive to create a workplace where everyone feels valued and supported. If you're passionate about helping others and making a meaningful impact, we encourage you to explore this exciting opportunity.



  • San Francisco, Heredia, Costa Rica Campaign Monitor A tiempo completo

    **About Marigold Relationship Marketing**We help brands build lasting connections with their customers through the art and science of relationship marketing. Our suite of martech solutions empowers marketers to create long-term customer love and loyalty.Headquartered in Nashville, Tennessee, we have offices globally across the United States, Europe,...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    About the RoleWe are seeking a skilled Customer Relationship Management (CRM) specialist to join our team in Costa Rica. As a CRM specialist, you will be responsible for administering and customizing our Salesforce CRM system.Key ResponsibilitiesDevelop and implement enhancements to system workflows and objectsTroubleshoot technical issues related to the CRM...


  • San Francisco, Heredia, Costa Rica Sysco Costa Rica A tiempo completo

    Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at Sysco Costa Rica. This role plays a vital part in ensuring the accuracy and efficiency of our financial processes.About the RoleThe ideal candidate will have experience working in Accounts Payable or Finance, with a strong understanding of financial operations and...


  • San Francisco, Heredia, Costa Rica Client Services, Inc. -Cr A tiempo completo

    **Job Overview:**We are seeking a highly skilled Customer Relationship Advocate to join our team at Client Services, Inc. -Cr. This role involves representing top banks and financial services companies in the nation, generating direct customer contact, and motivating customers to resolve outstanding debts.**Estimated Salary Range:** $35,000 - $45,000 per...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    Role OverviewWe are seeking a detail-oriented Financial Analysis Specialist to join our Corporate Financial Planning & Analysis Team. This individual will be responsible for providing financial analytics and reporting within Moody's Corporate function.


  • San Francisco, Heredia, Costa Rica Huntsman A tiempo completo

    About the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Huntsman. In this role, you will be responsible for providing accurate and timely financial results within the published timeframe.


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Company OverviewZm Financial Systems empowers organizations to make informed decisions by providing cutting-edge financial planning and analysis solutions.


  • San Francisco, Heredia, Costa Rica Equifax A tiempo completo

    Job SummaryWe are seeking a skilled Financial Transactions Specialist to join our team at Equifax. As a key member of our billing operations, you will play a vital role in ensuring the accuracy and efficiency of our financial transactions.


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    Citi is a leading global financial services company seeking a talented Financial Reporting Specialist to join our team. This role is responsible for supporting the generation, analysis, and submission of financial reports in accordance with regulatory guidelines.Responsibilities:Support the analysis and submission of reports to various constituencies (local...


  • San Francisco, Heredia, Costa Rica Auxis A tiempo completo

    **Company Overview:**Auxis is a company that values exceptional customer service and compliance with regulatory requirements. Our team is dedicated to providing high-quality financial solutions.**Job Description:**We are seeking a highly skilled Financial Documentation Specialist to join our team. As a Financial Documentation Specialist, you will be...


  • San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica Srl - B20 A tiempo completo

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Amazon Support Services Costa Rica Srl - B20.


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About CitiCiti, a leading global financial services company, is seeking an experienced Senior Financial Analysis Specialist to join our team.


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    OverviewCiti is a leading global bank that offers a wide range of financial services to individuals, businesses, and institutions. As a Senior Financial Controls Specialist, you will be part of the Global Financial Controls team, which is responsible for ensuring the integrity and effectiveness of financial controls across the organization.


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Join Experian as a Global Financial Services Relationship Manager in our dynamic team and take advantage of the opportunity to work with us on an exciting journey.We are looking for a skilled professional to manage defined territories of customer accounts, processing orders, maintaining accurate records of customer interactions and transactions. As a key...


  • San Francisco, Heredia, Costa Rica Marriott International, Inc A tiempo completo

    About the RoleWe are seeking a highly skilled Financial Data Specialist to join our team at Marriott International, Inc.This is a full-time position with a competitive salary range of $65,000 - $85,000 per year, depending on experience and qualifications.


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job SummaryWe are seeking a skilled Customer Relationship Manager to join our team at Experian. In this role, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Communication: Coordinate communication with clients to implement product or service...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    About the RoleCiti, a leading global financial services company, is seeking a skilled Financial Reporting Specialist to join our team.Job SummaryThe Financial Reporting Specialist will play a critical role in the generation, tracking, and submission of financial reports in coordination with the Finance Team. This position requires a high level of accuracy,...


  • San Francisco, Heredia, Costa Rica Jll A tiempo completo

    JLL is a leading professional services and investment management firm that specializes in real estate. As a global Fortune 500 company, we have an inherent responsibility to drive sustainability and corporate social responsibility.We're currently seeking a dynamic Financial Reporting Specialist to join our team in Costa Rica. This role is an excellent...


  • San Francisco, Heredia, Costa Rica Lseg (London Stock Exchange Group) A tiempo completo

    Role OverviewWe are seeking a highly skilled Content Marketing Specialist to join our Account Based Marketing (ABM) team at LSEG. The successful candidate will be responsible for developing and implementing content strategies that drive engagement with our most strategic customers.Main ResponsibilitiesDevelop customer-centric content plans and messaging...


  • San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completo

    Job OverviewZm Financial Systems empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people. We strive for excellence in everything we do, from delivering exceptional financial planning and analysis solutions to fostering a culture of innovation and collaboration.