Client Service Associate
hace 4 meses
Overview
Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on serving our high-net-worth private clients. As a Client Service Associate (CSA) you will be up close and personal with US based clients, forming relationships and becoming the operational expert that helps our clients navigate their financial futures. This is a unique opportunity to be one of the first employees in our new office where we believe your career goals and your desire to help others should go hand-in-hand
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 is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings. In addition to receiving in-depth training on financial markets, you will be mentored by an experienced CSA to help you succeed at your role.
The Day-to-Day:
Your Qualifications:
Proficient in written and verbal English Bachelor's degree, or equivalent combination of education and experience Commitment to maintain quality of work while sticking to a timeline You overcome challenges and learn from your setbacks while working towards improvement You are engaging and can connect with a wide array of audiences by phone and emailWhy Fisher Investments Costa Rica:
At Fisher Investments Costa Rica, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
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 $10,000* fertility, hormonal health and family-forming benefit A collaborative working environment that practices ongoing training, educational support and employee appreciation eventsWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments Costa Rica is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER
-
Client Service Associate
hace 5 meses
Heredia, Costa Rica Fisher Investments A tiempo completoOverview: Since 1995, Fisher Investments and its affiliates have developed a specialized approach focused on serving our high-net-worth private clients. As a Client Service Associate (CSA) you will be up close and personal with US based clients, forming relationships and becoming the operational expert that helps our clients navigate their financial...
-
Client Service Associate
hace 3 semanas
Heredia, Costa Rica Fisher Investments A tiempo completoSince 1995, Fisher Investments and its affiliates have developed a specialized approach focused on serving our high-net-worth private clients. As a Client Service Associate (CSA) you will be up close and personal with US based clients, forming relationships and becoming the operational expert that helps our clients navigate their financial futures. This is a...
-
Client Development Associate
hace 5 meses
Heredia, Costa Rica Auxis A tiempo completoJob Summary: The Sales and Marketing team at Auxis is rapidly growing as the company’s annual revenue continue to increase by over 40% year over year given the high demand in the market for our nearshore outsourcing services as well as our consulting and automation capabilities. The Client Development Associate for BPO Services plays a key role in...
-
Client Services Associate
hace 5 meses
Heredia, Costa Rica GFT Technologies SE A tiempo completo**About the role**: Do you genuinely like helping people? Do you have experience in delivering exceptional customer service? If yes, we would like you on our team! Our client is the leading global information services company that is powering opportunities to create a better world. We provide data, technology, consulting and analytical tools to our clients...
-
Commercial Support Associate
hace 5 meses
Heredia, Costa Rica Huntsman A tiempo completoJob Description: Commercial Support Associate Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We operate more than 70...
-
Financial Data Associate
hace 6 meses
Heredia, Costa Rica Moody's A tiempo completoAs a **Financial Data Associate**, you will work in a dedicated team supporting a global process, entering financial data into Moody’s internal databases. In this role, you must understand an operational process, perform market data research, navigate various data environments to make data updates, perform data integrity checks, interpret policies and...
-
Client Services Associate
hace 5 meses
Heredia, Costa Rica Experian A tiempo completoCompany Description **Experian **is the world’s leading global information services company. During life’s big moments - from buying a home or a car, to sending a child to college, to growing a business by connecting with new customers - we empower consumers and our clients to manage their data with confidence. We help individuals to take financial...
-
Client Services Associate
hace 6 meses
Heredia, Costa Rica Experian A tiempo completoFull-time Employee Status: Regular Role Type: Hybrid Department: Sales & Business Development Schedule: Full Time **Company Description**: Ready to make a difference? Experian has evolved into a global tech company and leader in data and analytics. We’re passionate about unlocking the power of data in order to transform lives and create opportunities...
-
Financial Data Associate
hace 5 meses
Heredia, Costa Rica Moody's A tiempo completoMoody's is a global integrated risk assessment firm that empowers organizations to make better decisions. - As a **Financial Data Associate**, you will work in a dedicated team supporting a global process, entering financial data into Moody’s internal databases. In this role, you must understand an operational process, perform market data research,...
-
Financial Data Associate
hace 5 meses
Heredia, Costa Rica Moody's A tiempo completoMoody's is a global integrated risk assessment firm that empowers organizations to make better decisions. As a **Financial Data Associate**, you will work in a dedicated team supporting a global process, entering financial data into Moody’s internal databases. In this role, you must understand an operational process, perform market data research, navigate...
-
Financial Data Associate
hace 5 meses
Heredia, Costa Rica Moody's A tiempo completoMoody's is a global integrated risk assessment firm that empowers organizations to make better decisions. As a **Temporary Financial Data Associate**, you will work in a dedicated team supporting a global process, entering financial data into Moody’s internal databases. In this role, you must understand an operational process, perform market data...
-
Client Services Associate Ii
hace 5 meses
Heredia, Costa Rica Experian A tiempo completoFull-time Employee Status: Regular Role Type: Hybrid Department: Customer Service Schedule: Full Time Shift: Day Shift **Company Description**: - Experian 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...
-
HR Associate
hace 6 meses
Heredia, Costa Rica Experian A tiempo completoFull-time Employee Status: Regular Role Type: Hybrid Department: Human Resources Schedule: Full Time Shift: Day Shift **Company Description**: **Experian **is the world’s leading global information services company. During life’s big moments - from buying a home or a car, to sending a child to college, to growing a business by connecting with new...
-
HR Associate
hace 6 meses
Heredia, Costa Rica Experian A tiempo completo**Company Description** Experian **is the world’s leading global information services company. During life’s big moments - from buying a home or a car, to sending a child to college, to growing a business by connecting with new customers - we empower consumers and our clients to manage their data with confidence. We help individuals to take financial...
-
Client Services Associate Ii
hace 5 meses
Heredia, Costa Rica Experian A tiempo completoFull-time Employee Status: Regular Role Type: Hybrid Department: Customer Service Schedule: Full Time Shift: Day Shift **Company Description**: - Experian 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...
-
Client Services Associate Ii
hace 6 meses
Heredia, Costa Rica Experian A tiempo completoCompany Description Experian 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...
-
Client Service Specialist
hace 5 meses
Heredia, Costa Rica Moody's A tiempo completoMoody's is a global integrated risk assessment firm that empowers organizations to make better decisions. **Role**: Provide superior customer and external relations by resolving client issues and requests while serving as the initial point of contact for a wide range of research and data products. Additionally, proactively identify new products and sales...
-
Client Services Associate Ii
hace 5 meses
Heredia, Costa Rica Experian A tiempo completo**Company Description** Experian 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...
-
Associate Market Analyst
hace 6 meses
Heredia, Costa Rica LSEG (London Stock Exchange Group) A tiempo completoAssociate Market Analyst Evaluated Pricing Operations The Associate Market Analyst in Refinitiv Evaluated Pricing Operations is responsible for fixed income and derivative evaluation support and customer service. Refinitiv provides evaluated pricing on over 2.7 million fixed income instruments and derivatives per day which are used by asset managers,...
-
Financial Data Associate
hace 5 meses
Heredia, Costa Rica Moody's A tiempo completoMoody's is a global integrated risk assessment firm that empowers organizations to make better decisions. The Global Middle Office (GMO) provides transaction management support, workflow coordination, rating desk services, and other broad operational support to Moody’s Investors Service’s Rating teams. The department works closely with the lines of...
