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Posted 27 days ago

Client Support RepresentativeMaritime Financial Group · San Juan

Client Support Representative

San JuanOn-site

AI Summary

Processes contractual and non-contractual policy changes and client requests in a financial services environment, ensuring documents are complete, changes are applied within standards, and tracking logs are updated.

About this role

JOB SUMMARY

The Client Support Representative is primarily responsible for the effective processing of contractual and non-contractual policy changes and all Client requests in accordance with established policies and procedures.



PRIMARY RESPONSIBILITIES:

A. Processing of Non-Contractual policy changes and Client requests:

  1. Checks documents received for completeness and return to source Units, if applicable
  2. Processes requests within standards
  3. Prepares and dispatches contract endorsements, as applicable
  4. Updates Tracking and Productivity Logs on completion of tasks
  5. Ensures that documents are placed to be scanned and filed



B. Processing of Contractual policy changes:

  1. Receives Daily/ Weekly/ Monthly/ Yearly Changes reports from Technology Services
  2. Processes change (alterations) within standards
  3. Updates Tracking and Productivity Logs on completion of tasks



SECONDARY RESPONSIBILITIES:

  1. Provides timely feedback and responds to queries from FA, FASST and Clients
  2. Completes monthly, quarterly and half-yearly projects as necessary
  3. Participates in meetings and Team Building exercises
  4. Performs any other functions as required by Team Leader/ Coordinator



QUALIFICATIONS


EDUCATION

Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and

8 CAPE passes (full certificate) or an equivalent diploma or professional certificate


EXPERIENCE

Minimum two (2) years experience in a corporate office environment



Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.


We thank you for your application. However, only if you have been short-listed, you will be contacted

Skills

CAPEContract EndorsementsCorporate Office ProceduresCSECDocument Scanning And FilingPolicy Change ProcessingTracking And Productivity Logs

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