Client Service Coordinator

hace 6 días


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

Job Description

We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Coordinator. In this role, you will provide operational support to our clients, coordinating requests and resolving issues in a timely and professional manner.

Key Responsibilities

  • Fulfill operational tasks between Fisher Investments and top brokerage houses
  • Interact with clients to establish and clear accounts and resolve documentation and transfer issues
  • Collaborate with internal departments to ensure seamless delivery of services

Requirements

  • Proficient in written and verbal English
  • Bachelor's degree, or equivalent combination of education and experience
  • Ability to maintain quality work while adhering to deadlines
  • Strong communication and problem-solving skills

What We Offer

We are committed to supporting our employees' growth and development through ongoing training and educational programs. Our comprehensive benefits package includes:

- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- 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
- Collaborative working environment with ongoing training, educational support, and employee appreciation events



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