Financial Advisor Specialist
hace 5 días
Fisher Investments Costa Rica seeks a skilled Financial Advisor Specialist to join our team. As a key member of our Private Client Group, you will be responsible for building trusting relationships with clients and educating them on our top-down portfolio strategy.
The ideal candidate will have a strong background in instilling trust and building client relationships, with a passion for global financial markets. They will also possess excellent written and verbal communication skills, with the ability to effectively communicate complex financial information to clients.
In this role, you will work closely with our sales team to build your roster of high-net-worth clients within the first year. You will also partner with our internal portfolio decision-makers, auxiliary research teams, and client service associates to provide exceptional client service.
Responsibilities- Be the primary contact for assigned high-net-worth clients, providing education on our top-down portfolio strategy and investments.
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals.
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
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Financial Systems Specialist
hace 6 días
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoCompany OverviewZm Financial Systems empowers people to make better decisions and achieve brighter futures.We are motivated to bring out the best in our products and our people.
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Senior Financial Solutions Specialist
hace 3 días
San Francisco, Heredia, Costa Rica Citi A tiempo completo**About the Role**Citi is seeking a seasoned financial solutions expert to join our team. As a Senior Financial Solutions Specialist, you will play a critical role in designing, implementing, and governing financial solutions across Citi businesses.
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Financial Compliance Specialist
hace 4 días
San Francisco, Heredia, Costa Rica Citi A tiempo completo**Role Overview:**The Financial Compliance Specialist is an intermediate-level position responsible for Anti-Money Laundering (AML) monitoring and governance activities. This role coordinates with the Compliance team to ensure adherence to regulatory requirements.
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Financial Data Specialist
hace 4 días
San Francisco, Heredia, Costa Rica Equifax A tiempo completo**Job Summary**The Financial Data Specialist will play a critical role in ensuring the accuracy and integrity of our financial records. This individual will perform AR researches and reconcile bank accounts to ensure that all financial transactions are properly recorded and reported.**Responsibilities**:Analyze financial data to identify trends and...
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Financial Data Specialist
hace 6 días
San Francisco, Heredia, Costa Rica Marriott Worldwide A tiempo completoJob OverviewWe are seeking a highly skilled Financial Data Specialist to join our team. In this role, you will be responsible for reviewing and verifying financial information, ensuring accuracy and compliance with company policies.ResponsibilitiesVerify and reconcile financial transactions to ensure accuracy and completeness.Maintain accurate and up-to-date...
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Financial Market Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Lseg (London Stock Exchange Group) A tiempo completo**Company Overview:**LSEG is a leading exchange group that provides essential partnerships and open opportunities. We believe in creating a diverse and inclusive organisation, driving financial stability, and empowering economies.Job Summary:We are seeking a talented individual to join our team as a Financial Market Specialist. The successful candidate will...
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Strategic Financial Advisor
hace 4 días
San Francisco, Heredia, Costa Rica Experian A tiempo completoQualificationsTo excel in this role, you will need:A Bachelor's degree in Finance, Economics, Accounting, or other related disciplines.Advanced English language skills.3+ years of progressive experience in Finance at a business unit level.Experience in finance, management reporting, budgeting, forecasting, and analysis.Ability to interpret financial data...
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Client Services-Financial Specialist
hace 2 semanas
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoCollaboration = InnovationOne leads to the other.At Moody's, we believe good teamwork gives us an edge.We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges.Join us and let's move the world forward together.Department- We strive to be a world-class sales organization with our customers' needs at the centre of...
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Financial Transaction Specialist
hace 6 días
San Francisco, Heredia, Costa Rica Equifax A tiempo completoAt Equifax, we are seeking a detail-oriented and organized Financial Transaction Specialist to join our team.Key Responsibilities:Process and troubleshoot invoices, payments, and travel expenses.Analyze vendor statements, provide invoicing and payment status to internal and external clients.Requirements:High School Diploma required.1 year of experience with...
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Financial Reporting Specialist
hace 6 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob DescriptionThe Financial Reporting Specialist plays a vital role in the development of a professional career.Key responsibilities include:Integrating established disciplinary knowledge within own specialty area with basic understanding of related industry practices.Take responsibility for the accurate reporting of accounting reconciliations on Citi...
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Senior Financial Reporting Specialist
hace 6 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoCiti is a leading global bank, and as a Senior Financial Reporting Specialist, you will play a key role in supporting financial reporting for various Institutional Client Group (ICG) and Global Consumer Banking (GCB) Legal Entities and Segments within the company.This is an intermediate role that involves preparation and presentation of financial statements...
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Senior Financial Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Experian A tiempo completoExperian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society.We are thrilled to share that FORTUNE has named Experian one of the 100 Best Companies to work for.In addition, for the last five years we've been named in the 100 "World's Most Innovative...
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Financial Operations Specialist
hace 3 días
San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica Srl A tiempo completoAbout the RoleAmazon Support Services Costa Rica Srl is seeking a skilled Financial Operations Specialist to join our team. In this role, you will be responsible for reconciling and auditing vendor accounts with low complexity, as well as performing collection activities according to key performance indicators (KPIs) to achieve company goals.The ideal...
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Financial Reporting Specialist
hace 3 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoThe role of the Financial Reporting Specialist at Citi is to provide critical support in the generation, analysis, and submission of financial reports. This involves working closely with the broader Financial Reporting Team to ensure timely and accurate delivery of reports that meet regulatory guidelines.Key responsibilities include:Supporting the analysis...
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Financial Operations Specialist
hace 5 días
San Francisco, Heredia, Costa Rica Amzn Support Srvcs Costa Rica A tiempo completoAs a Financial Operations Specialist at Amzn Support Srvcs Costa Rica, you will play a critical role in ensuring the accuracy and efficiency of our financial operations. Your responsibilities will include reconciling and auditing vendor accounts with low complexity, performing collection activities to achieve company goals, and partnering with vendors to...
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Financial Planning Specialist
hace 4 días
San Francisco, Heredia, Costa Rica Moody'S A tiempo completoCompany OverviewMoody's is a global integrated risk assessment firm that empowers organizations to make better decisions.Job SummaryWe are seeking a driven, meticulous Financial Planning Specialist to join the Corporate Financial Planning & Analysis Team.The successful candidate will provide financial analytics and reporting within Moody's Corporate function...
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Collector Financial Planning Specialist
hace 5 días
San Francisco, Heredia, Costa Rica Aligntech A tiempo completo**Job Summary**We are seeking a highly skilled Collector Financial Planning Specialist to join our team at Aligntech.In this role, you will develop, interpret and implement financial concepts for financial planning and control.You will perform technical analysis to determine present and future financial performance, gather, analyze, prepare and summarize...
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Financial Markets Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Lseg (London Stock Exchange Group) A tiempo completo**About Us**LSEG (London Stock Exchange Group) is a leading provider of financial markets data and infrastructure. Our vision is to create greater openness, connection, and efficiency in global financial markets.We provide information, insights, and technology that enable customers to execute critical investing, trading, and risk decisions with confidence....
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Financial Manager for CSIS Operations
hace 4 días
San Francisco, Heredia, Costa Rica Citi A tiempo completo**Job Overview:**Citi seeks a highly skilled financial manager to oversee CSIS operations in the region. This role requires strong corporate finance knowledge, advanced accounting skills, and excellent communication abilities.**Key Responsibilities:*Manage CSIS operational budget and investment planDetermine financial targets for CSIS, identifying risks and...
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Financial Reporting Specialist
hace 6 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob DescriptionThe Financial Reporting Specialist is an entry-level position responsible for generating, tracking, and submitting financial reports in coordination with the Finance team. The primary objective of this role is to ensure timely and accurate delivery of reports in accordance with regulatory guidelines.Main Responsibilities:Support the analysis...