Client Service Associate
hace 1 mes
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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