
Client Relationship Officer - Fairview (Montego Bay)
Summary
Process client’s requests and support the designated sales and investment advisors in the delivery of exceptional client service by ensuring that client requests and transactions are carried out in an efficient and courteous manner. Build on relationships with existing clients in keeping with the strategic direction of the company.
Responsibilities
- • Act on instructions received from clients including requests submitted by Wealth Advisors (WA) for client transactions and monitor transactions through to proper completion.
- • Initiate relevant documentation for opening accounts in accordance with the company’s guidelines, while ensuring full adherence to Know-Your-Clients (KYC) onboarding requirements and compliance policies and procedures.
- • Generate and print maturity reports daily and follow through with Wealth Advisors to ensure standing orders, coupon payments and withdrawal requests are processed in a timely manner.
- • Monitor settlement accounts including bond, stockbrokerage and Sigma Funds to ensure that no client transactions are outstanding.
- • Respond to client enquiries and service requests in a timely manner.
- • Perform other job-related duties assigned from time to time.
Required Skills
- • Sound understanding of financial sector instruments and the regulatory environment.
- • Sound knowledge of computer software packages including word processing and spreadsheet applications.
- • Strong client service skills.
- • Effective communication & listening skills.
- • Ability to work independently as well as in a team environment.
- • Ability to understand and deal with clients’ individual needs and requirements.
- • High level of professionalism and ethical standards.
- • High level of enthusiasm.
Qualifications
- • Bachelor’s Degree in Business Administration or in a relevant discipline from a recognized tertiary institution.
- • Minimum of three (3) years’ working experience in a similar position.
- • Acquisition of the Jamaican Securities Certificate.
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Job Overview
Title
Client Relationship Officer - Fairview (Montego Bay)
Location
St. James, JamaicaSalary
Not Disclosed
Work Style
On-SiteContract
Permanent
Experience
Mid-Level
Education
Bachelor's Degree
Category
AdministrationSector
Private
Address
Fairview, Montego Bay
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