{"id":3024314,"url":"https://alion.io/job/fisher-investments-client-service-associate","title":"Client Service Associate","company":{"id":11585,"name":"Fisher Investments","domain":"fisherinvestments.com","url":"https://alion.io/company/fisher-investments","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Heredia, Costa Rica"],"countries":["CR"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-21T18:39:58Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-10-28T23:28:50Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"Overview\nSince 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!\nThe Opportunity:\nReporting to the Client Service Manager, you will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service and more.\nThis 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.\nThe Day-to-Day:\nCommunicate with high-net-worth clients by phone and email in an open, team-oriented work environment\nFulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians\nInteract with clients to establish and clear accounts and resolve documentation and transfer issues\nYour Qualifications:\nProficient in written and verbal English (Requires C1 level or above)\nBachelor's degree, or equivalent combination of education and experience\nCommitment to maintain quality of work while sticking to a timeline\nYou overcome challenges and learn from your setbacks while working towards improvement\nYou are engaging and can connect with a wide array of audiences by phone and email\nWhy Fisher Investments Costa Rica:\nAt 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:\n100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents\nGenerous retirement contributions, including a company contribution and match up to 6% of your base annual salary.\nEmployer-paid $10,000 life insurance policy \n15 days of annual leave, plus up to 10 paid holidays\nEmployee Assistance Program and other emotional wellbeing services\n$10,000* fertility, hormonal health and family-forming benefit\nA collaborative working environment that practices ongoing training, educational support and employee appreciation events\nThis is an in-office role. \n*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.\nFISHER INVESTMENTS COSTA RICA IS AN EQUAL OPPORTUNITY EMPLOYER","description_format":"text","description_chars":2995,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["Annual leave","Life insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-21T18:39:58Z"}],"visa":[],"liveness":{"score":78,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.862,"p_room":0.9,"age_days":6,"expected_fill_days":14,"reasons":["conf:0","velocity","win:mid","comp:brand"],"computed_at":"2026-10-28T05:59:10Z"},"pay":null,"html_url":"https://alion.io/job/fisher-investments-client-service-associate","json_url":"https://alion.io/job/fisher-investments-client-service-associate.json","meta":{"generated_at":"2026-10-29T02:29:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3777,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":11585},"rest":"https://alion.io/mcp/rest/get_company?id=11585"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffisher-investments-client-service-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffisher-investments-client-service-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffisher-investments-client-service-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fisher-investments-client-service-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffisher-investments-client-service-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3024314}},{"tool":"search_jobs","arguments":{"company":"fisherinvestments.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3024314},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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