Financial Service Liaison

hace 4 días


San José, San José, Costa Rica Fisher Investments A tiempo completo

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


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