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Client Service Associate

Fisher Investments Costa Rica Heredia, Costa Rica


We are expanding again and opening a brand new office in San Jose, Costa Rica! This is a unique opportunity to be one of the first employees in our new office with a growing firm.

Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments Costa Rica, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity:

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm's relationship with them. 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. You will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

The Day-to-Day:

  • Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
  • Fulfill operational tasks with 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
  • 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 coverage for private medical, dental and vision insurance for employees and their qualified dependents*
  • 15 days of PTO, plus 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified

We 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.

*Legal spouse, legally registered domestic partner, and children