Client Service Associate

hace 2 semanas


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.



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

    Client Services, Inc. (CSI) is a reputable and professional customer support center seeking dedicated individuals to join our dynamic team. We encourage applicants with prior experience in customer service roles to consider this opportunity. Comprehensive training will be provided as you embark on this new career path. As a Customer Support Specialist, you...


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

    Job DescriptionWe are seeking a highly skilled and experienced professional to join our team as a Client Services Associate. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.As a Client Services Associate, you will be the primary point of contact for our clients, responding to their...

  • Client Services Associate

    hace 2 semanas


    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job DescriptionWe are seeking a highly skilled and motivated individual to join our team as a Client Services Associate. As a key member of our team, you will be responsible for delivering exceptional customer service and support to our clients.The ideal candidate will have a strong background in customer service, with experience in resolving complex...

  • Spa Service Associate

    hace 1 semana


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

    **Job Overview**We are seeking a skilled Spa Service Associate to join our team at Marriott International, Inc. As a Spa Service Associate, you will play a vital role in delivering exceptional guest experiences and providing top-notch spa services.**Key Responsibilities**• Provide personalized service to guests, ensuring their needs are met and exceeded•...


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

    Job Title: Client Services Associate IIWe are seeking a highly skilled Client Services Associate II to join our team at Experian. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and effective support to...


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

    Job SummaryThe Sales and Marketing team at Auxis is rapidly expanding as the company's annual revenue continues to increase by over 40% year over year, driven by high demand for our nearshore outsourcing services and consulting and automation capabilities.The Client Development Associate for BPO Services plays a key role in driving and accelerating the...


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

    Job DescriptionWe are seeking a highly organized and detail-oriented Client Services Associate II to join our team. As a key member of our client-facing team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Provide timely and effective support to clients via phone, email, and chatCollaborate...

  • Spa Service Associate

    hace 1 semana


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

    **Job Summary**As a Spa Service Associate at Marriott International, you will play a vital role in delivering exceptional guest experiences in our spas. Your primary responsibility will be to provide top-notch service to our guests, ensuring their stay with us is memorable and enjoyable.**Key Responsibilities**• Provide exceptional customer service to...


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

    Job DescriptionWe are seeking a highly organized and detail-oriented Client Services Associate II to join our team at Experian. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key Responsibilities:Provide timely and effective...


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

    Client Services, Inc. - CR is seeking a skilled Customer Service Advocate to join our team. As an Account Resolution Specialist, you will work with top financial services companies to motivate customers to resolve outstanding debts.Responsibilities:Educate customers on available options and discuss sensitive financial situationsSystematically process...


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

    Client Services, Inc. (CSI) is a reputable and established call center seeking dedicated individuals to become part of our professional team. We encourage candidates with prior call center experience to consider this opportunity. Comprehensive training will be provided as you transition into this rewarding career. As a Client Relations Associate, you will...


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

    **Job Summary**Client Services, Inc. -Cr is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As an Account Resolution Specialist, you will play a critical role in resolving customer inquiries and issues in a professional and timely manner.**Key Responsibilities**As a Financial Services Agent,...


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

    About the Role We are seeking a highly skilled and customer-focused Customer Service Operations Associate to join our team at Copeland. As a key member of our Shared Services Centers, you will play a vital role in providing exceptional service to our customers across the globe.Key Responsibilities Your primary responsibilities will include:Processing...


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

    Job SummaryWe are seeking a skilled Client Services Associate to join our team at Experian. As a key member of our Sales & Business Development department, you will be responsible for delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and effective support to clients, responding to inquiries and resolving...


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

    Account Representative OpportunityClient Services, Inc. (CSI) is a professional call center located in Heredia, Costa Rica, seeking career-minded individuals to fill the role of Account Representative. This position involves representing top banks and financial services companies, generating direct customer contact, and motivating customers to resolve...


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

    Job Title: Call Center RepresentativeClient Services, Inc. (CSI) is seeking a highly motivated and customer-focused individual to join our team as a Call Center Representative. As a key member of our team, you will be responsible for providing exceptional customer service to clients, resolving outstanding debts, and educating customers on available...


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

    **Company Overview**Experian is a global information services company that powers opportunities to create a better world. We provide data, technology, consulting and analytical tools to our clients around the world.**Job Summary**We are seeking a highly skilled Customer Experience Associate to join our team. As a key member of our customer service team, you...

  • HR Associate

    hace 1 semana


    San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job SummaryWe are seeking a highly skilled HR Associate to join our Experian team. As an HR Associate, you will be the first point of contact for employees, providing answers to frequent questions related to HR policies, processes, and systems. You will also execute transactions unavailable through self-service and escalate complex queries to specialists.Key...


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

    Job DescriptionWe are seeking a highly skilled and experienced professional to join our team as a Client Services Associate. As a key member of our team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Resolve complex customer issues related to credentialing, technical support, billing, and...


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

    Account Representative Job DescriptionClient Services, Inc. (CSI) is seeking a highly motivated and detail-oriented Account Representative to join our team in Heredia, Costa Rica. As an Account Representative, you will play a critical role in representing top banks and financial services companies, educating customers on available options, and systematically...