Financial Relationship Specialist

hace 3 días


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.



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