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Investment Support Specialist
hace 7 días
We're looking for a skilled Investment Support Specialist to join our team at Fisher Investments Costa Rica. As a Client Service Associate, you will be responsible for coordinating client requests and interacting with high-net-worth clients to establish and clear accounts.
The Opportunity:
- Work in a collaborative environment with a team-oriented approach
- Develop strong relationships with clients and internal departments
- Contribute to the success of our clients and the company
In this role, you will have the opportunity to receive in-depth training on financial markets and be mentored by an experienced CSA. You will also be expected to communicate effectively with clients by phone and email and fulfill operational tasks between Fisher Investments and our top brokerage houses.
Your Qualifications:
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficient in written and verbal English (Requires C1 level or above)
- Bachelor's degree, or equivalent combination of education and experience
