Client Service Associate

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:

• 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 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 email

Why 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
• Generous retirement contributions, including a company contribution and match up to 6% of your base annual salary.
• 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 events
• This is an in-office role. 

*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