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Client Service Associate

Fisher Investments

4.1

(21)

Heredia, Costa Rica

Why you should apply for a job to Fisher Investments:

  • Ranked as one of the Best Finance Companies for Women in 2023
  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.

    • #2025-15108

    Position summary

    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

    • 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

    Why you should apply for a job to Fisher Investments:

  • Ranked as one of the Best Finance Companies for Women in 2023
  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.