Client Relations Officer

Summary

Reporting to the Client Relations Team Lead, the Client Relations Officer will be responsible for assisting with activities relating to the efficient execution of member and client engagement, business development, sales and marketing activities.

Responsibilities

Duties include but are not limited to the following:

• • On-board new clients and maintain files for existing clients.
• • Provide general information to clients and prospective clients on products and services.
• • Manage the Customer Complaints Log in keeping with Customer Complaints Policy.
• • Process Client transactions (subscriptions and redemptions) including the issuance of Contract Notes and Client Statements.
• • Generate and dispatch confirmation for Repurchase Agreements as per service level agreement.
• • Participate in the company's sales, marketing, and public relations activities, such as trade shows, group presentations, promotional campaigns, advertising campaigns, planning client events and marketing initiatives etc.
• • Assist in developing standard procedures and policies.
• • Manage the publication of the Net Asset Value for Cumax as well as preparing the required reports within the established timelines.

Required Skills

• • General knowledge of investment products, financial sector instruments, laws, regulations, ethics and professional jargons.
• • Basic Accounting Skills.
• • Well organized and have the ability to meet deadlines.
• • Good customer service and excellent oral and written communication skills.
• • Good networking and interpersonal skills.
• • High level of computer literacy and skills.

Qualifications

• • 1st Degree in Business Administration or equivalent from an accredited institution.
• • 2-3 years in a similar position in a financial institution.
• • Caribbean Securities Course for licensing by the Financial Services Commission as a securities Dealer.

Additional Information and Instructions

• Special Conditions Associated with the Job:

  • • Normal office working environment.
  • • May be required to work beyond normal working hours.
  • • A commitment to our core principles of fairness, integrity, transparency, cooperation, accountability and respect.

If you meet these requirements. If you meet these requirements, please submit your resume and cover letter no later than May 16, 2025 to: hr@jccul.com We thank all applicants for their interest. Only shortlisted candidates will be contacted.

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