Client Service Associate

hace 1 mes


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

About the Role:

Fisher Investments is seeking a highly skilled Client Service Associate to join our team in Costa Rica. As a key member of our operations team, you will play a critical role in delivering exceptional client service and support to our high-net-worth private clients.

Key Responsibilities:

  • Coordinate client requests by working closely with internal departments, including portfolio management, sales, and service.
  • Communicate with clients via phone and email to resolve documentation and transfer issues.
  • Establish and clear client accounts, ensuring seamless operational tasks between Fisher Investments and our top brokerage houses.

Requirements:

  • Proficient in written and verbal English.
  • Bachelor's degree or equivalent combination of education and experience.
  • Strong commitment to maintaining quality of work while meeting deadlines.
  • Ability to overcome challenges and learn from setbacks.
  • Excellent communication and interpersonal skills.

What We Offer:

  • 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 other emotional wellbeing services.
  • $10,000 fertility, hormonal health, and family-forming benefit.

About Fisher Investments Costa Rica:

We value diversity and believe that our unique perspectives and skills make us better. Success at Fisher Investments Costa Rica is motivated by results, a collaborative mindset, and a commitment to accomplishing great things. If you're ready to make a difference in the lives of people by bettering the investment universe, apply today.


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