Part-Time Service and Operations Associate

Role Summary

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. 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're better off with the diversity it brings.

This part-time opportunity is for current college students located near our Fisher campus in Heredia, Costa Rica. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (20 hours per week).

Responsibilities

• Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients.
• Schedule conversations between our clients and relationship managers.
• Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts.
• Update a variety of internal resources while getting the opportunity to experiment with large datasets.
• Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy.
• Gain exposure to upper management and work in an environment that values collaboration.

Requirements

• Minimum age of 18
• High School diploma required
• Enrolled college student pursuing a Bachelor's or Associates degree
• Commute to the Heredia, Costa Rica office
• Proficient in written and verbal English (Requires C1 level or above)
• Work 5 days per week, 4 hours per day (20 hours per week)

About the Company

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:

• Access to emotional wellbeing services.
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events.
• A cumulative learning and development framework customized for every employee.
• This is an in-office role on-site in Heredia, Costa Rica.

We take great pride in our inclusive culture. We hire from all backgrounds and value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments 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.

FISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER