Are you a customer-focused and service-oriented professional with a passion for delivering exceptional client experiences? We are seeking a Client Services Assistant to provide administrative and operational support to the client services function, assist with resolving client queries, and help ensure the timely and efficient delivery of services that strengthen client relationships and support business objectives.
The Client Services Assistant must meet and exceed the expectation and requirements of both internal & external clients, whilst maintaining sound company best practices and standards with an emphasis on client services.
JOB RESPONSIBILITIES:
1. Review of client request/transaction documents prior to processing.
· Mutual Fund/Private Wealth/G trade/Repo/Loans Applications
· Subscriptions
· Redemptions
· Private Wealth Trades - NDS & DS
· Monthly ACH and Direct Debits
· ESP Internal & External
2. Coordinate routine client/agent requests/Queries and Complaints.
3. Document Management
· Filing
· Scanning
· Cut & Editing
4. Creation of client web application/G trade profile.
5. Audit related requests – Internal & external.
6. Distribution of Client Statements.
7. Reception Duties
· Receive visitors at the branch and liaises with relevant parties where necessary to ensure that they are met and attended to.
· Coordinate the booking of meeting rooms.
· Handle the distribution/ redirection of mail to the relevant party.
8. Perform any other job-related duties as assigned by the Client Services Team Leader.
EDUCATION & EXPERIENCE:
· 5 CXC/CSEC Passes including Mathematics and English Language.
· 2A’ Level/ CAPE passes
· At least two (2) years’ experience in an administrative environment.
· Knowledge of financial products.
ADDITIONAL REQUIREMENT:
As a regulated entity with obligations under the Know Your Employee guidelines, a Certificate of Character is required.
PERSON SPECIFICATION:
The Client Services Assistant must be highly confidential and trustworthy. He/she must be well organized and must demonstrate the ability to follow instructions accurately as well as use his/ her initiative where necessary. He/she must be able to provide reliable support to the Department and be a good team player. The person must be a team player with a high level of social, interactive and customer service skills
Applications will be treated with the utmost confidentiality.
The construction claims consultants with a distinguished, over 30-year track record, Guardian Group, now a division of YA, specializes in surety bond claims, construction defects, property & casualty claims, construction claims management, construction management and environmental claims & advisory services. No matter the size or complexity of your claim, case or issue, and regardless of geography, Guardian Group was engineered from the outset to deliver a more robust, more efficient, more enduring service value. Our regional offices make it so the right team of construction claims consultants may be deployed swiftly and cost-effectively.
Guardian Group serves surety bond companies, insurance carriers, law firms, municipalities, building owners and others with an unprecedented combination of forensic claims investigations and technical construction & engineering expertise. Guardian's seasoned professionals operate out of offices in Los Angeles, CA (Torrance), Sacramento, CA, Baltimore, MD (Bel Air), Dallas, TX, Fort Lauderdale, FL, Denver, CO, Nashville, TN and Phoenix, AZ.
Today, working in concert with YA, we provide you an unmatched team of technical experts, with 500+ people serving clients across the country, in Mexico and in England.
We look forward to connecting with you!
