Financial Service Liaison
hace 4 días
Fisher Investments is a specialized investment firm dedicated to serving high-net-worth private clients. As a Client Service Associate, you will play a vital role in forming relationships with US-based clients and becoming an operational expert who helps them navigate their financial futures. This is an exceptional opportunity to be part of our new office where career goals and a desire to help others are aligned.
The Opportunity:
- Reporting to the Client Service Manager, you will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.
- This is not just a job; it's a stepping stone within the finance industry.
- We hire from all majors and backgrounds because we believe diversity brings value.
In addition to receiving in-depth training on financial markets, you will be mentored by an experienced CSA to help you succeed in your role. The Day-to-Day: Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians Interact with clients to establish and clear accounts and resolve documentation and transfer issues
Your Qualifications:
- Proficient in written and verbal English (Requires C1 level or above)
- Bachelor's degree, or equivalent combination of education and experience
- Commitment to maintaining quality of work while sticking to a timeline
- You overcome challenges and learn from setbacks while working towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
-
Customer Service Liaison
hace 3 días
San José, San José, Costa Rica Emerson A tiempo completo**Key Responsibilities**We are seeking an experienced Customer Service Liaison to join our team at Emerson. In this critical role, you will provide exceptional customer service and administrative support to our internal customers.Main Accountabilities:Serve as a liaison between internal customers and the Facilities Department, ensuring seamless interactions...
-
Financial Support Specialist
hace 4 días
San José, San José, Costa Rica Business Financial Group A tiempo completo**Job Description** As a Client Service Associate at Business Financial Group, you will be responsible for providing exceptional client support and sales support to our clients. This includes:Overseeing new client onboarding and conducting training sessions for the client portalManaging incoming client requests via email, phone, fax, and textProcessing and...
-
Client Service Associate
hace 4 días
San José, San José, Costa Rica Business Financial Group A tiempo completoThis is a remote position.Business Financial Group (BFG) is a premier accounting firm based in Atlanta, Georgia, dedicated to helping business owners and independent consultants focus on growing their businesses while we handle their accounting, tax, and payroll needs.We are seeking a motivated and detail-oriented Client Service Associate (CSA) to join our...
-
Client Service Associate
hace 4 días
San José, San José, Costa Rica Business Financial Group A tiempo completoJob Description This is a remote position.Business Financial Group (BFG) is a premier accounting firm based in Atlanta, Georgia, dedicated to helping business owners and independent consultants focus on growing their businesses while we handle their accounting, tax, and payroll needs.We are seeking a motivated and detail-oriented Client Service Associate...
-
Financial Data Associate
hace 2 semanas
San José, San José, Costa Rica Moody'S Investors Service A tiempo completoOversee and support documents download process.This includes but is not limited to performing manual downloads, resolving issues related to the process, participating in future process improvements discussions.- Support new deal set-up, data capture (e.g., amendments), lifecycle data maintenance, data quality assurance and tracking support to the rating...
-
Business Process Liaison
hace 4 días
San José, San José, Costa Rica Teleperformance Costa Rica A tiempo completo**Overview**: At Teleperformance Costa Rica, our team excels in managing external vendor relationships. As a Business Process Liaison, you will be responsible for effective communication via phone and BackOffice tasks.**Key Responsibilities**:- Respond to incoming calls from vendors- Identify and dispatch service orders efficiently- Follow up with vendors on...
-
Technical Support Liaison
hace 7 días
San José, San José, Costa Rica Tek Experts A tiempo completoAbout the Role:We're looking for a customer-oriented Escalation Specialist to support our clients with exceptional customer service while managing high-severity issues. As a key member of our team, you'll be proactive in communicating with customers and ensuring a positive support experience at all levels of the support structure. In this role, you'll act as...
-
Client Service Representative
hace 4 días
San José, San José, Costa Rica Business Financial Group A tiempo completo**Job Overview** We are seeking a detail-oriented Client Service Associate to join our virtual team. This role is crucial in ensuring seamless communication, providing top-tier client support, and maintaining an efficient operational workflow. The ideal candidate will dedicate four hours daily to client support and four hours to sales support. Key...
-
Client Service Executive
hace 7 días
San José, San José, Costa Rica Raymond James Financial A tiempo completo**About the Role:**This is an exciting opportunity to join our team as a Registered Client Service Associate. You will play a critical role in supporting our financial advisors, delivering exceptional client service, and contributing to business growth.Main Duties:Act as the primary point of contact for daily interactions with clients, handling inquiries,...
-
Customer Service Liaison
hace 4 días
San José, San José, Costa Rica Iceberg Health Injury A tiempo completoSales and customer service go hand-in-hand at Iceberg Health Injury. Our goal is to provide exceptional patient care, and we're seeking a talented Sales Call Center Representative to help us achieve that goal. This role involves managing a high volume of inbound and outbound calls, addressing patient concerns, and providing personalized solutions to meet...
-
Registered Financial Services Specialist
hace 7 días
San José, San José, Costa Rica Raymond James Financial A tiempo completo**Overview:**We are seeking a highly skilled Registered Client Service Associate to join our dynamic team. As a key member of our organization, you will be responsible for delivering exceptional service to clients, supporting financial advisors, and driving business growth.Main Responsibilities:Provide high-quality service to clients, handling inquiries,...
-
Customer Service Liaison
hace 4 días
San José, San José, Costa Rica Screenovate A tiempo completoDiscover a dynamic role within the Business Management Group at Intel's Sales and Marketing organization. As a Customer Service Representative, you will serve as the primary point of contact between our external customers, sales teams, and operations staff to maximize revenue through supply commitments.The ideal candidate will be a highly motivated...
-
Financial Data Analyst
hace 2 semanas
San José, San José, Costa Rica Zm Financial Systems A tiempo completoImagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people.Join us.Forward Together.-- Moody's Investors Service is among the world's most respected and widely utilized sources for credit ratings and research.Our opinions and...
-
Financial Data Analyst
hace 3 semanas
San José, San José, Costa Rica Zm Financial Systems A tiempo completoImagine what we can INSPIRE with youMoody's empowers people to make better decisions and achieve brighter futures.This is what motivates us to bring out the best in our products and our people.Join us.Forward Together.-- Moody's Investors Service is among the world's most respected and widely utilized sources for credit ratings and research.Our opinions and...
-
Financial Statement Analyst
hace 6 días
San José, San José, Costa Rica Moody'S Investors Service A tiempo completoJoin us at Moody's Investors Service, where we are passionate about delivering high-quality credit ratings and research that helps our customers make informed decisions.As a Financial Data Analyst, you will play a critical role in our ratings and research process by analyzing financial statements and data provided by issuers. Using your accounting and...
-
Financial Data Analyst
hace 6 días
San José, San José, Costa Rica Moody'S Investors Service A tiempo completoAt Moody's Investors Service, we are committed to delivering high-quality credit ratings and research that helps our customers make informed decisions.The Financial Data Analyst plays a crucial role in our ratings and research process by analyzing financial statements and data provided by issuers. This involves using accounting and finance knowledge and...
-
Financial Data Analyst
hace 2 semanas
San José, San José, Costa Rica Moody'S Investors Service A tiempo completo**Your role**:Financial Data Analysts have a significant input to the ratings and research process by analyzing financial documents and data provided by Issuers.- The FDA uses accounting and finance knowledge and judgment to perform financial statement analysis, adjust reported data per relevant methodology requirements and review and analyze ratios.-...
-
Financial Data Analyst
hace 1 semana
San José, San José, Costa Rica Moody'S Investors Service A tiempo completoFinancial Data Analysts have a significant input to the ratings and research process by analyzing financial documents and data provided by Issuers.- The FDA uses accounting and finance knowledge and judgment to perform financial statement analysis, adjust reported data per relevant methodology requirements and review and analyze ratios.- Responsible for...
-
Financial Data Analyst
hace 2 semanas
San José, San José, Costa Rica Moody'S Investors Service A tiempo completoFinancial Data Analysts have a significant input to the ratings and research process by analyzing financial documents and data provided by Issuers.- The FDA uses accounting and finance knowledge and judgment to perform financial statement analysis, adjust reported data per relevant methodology requirements and review and analyze ratios.- Responsible for...
-
Financial Data Analyst
hace 2 semanas
San José, San José, Costa Rica Moody'S Investors Service A tiempo completoThe Financial Data Analyst (FDA) has a significant input to the ratings and research process by analyzing financial statements and data provided by Issuers.The FDA uses accounting and finance knowledge and judgment to perform financial statement analysis, adjust reported data per relevant methodology requirements and review and analyze ratios.**What will a...