Live opening · Posted 3 days ago

Client Support Representative

Maritime Financial Group · San Juan
Bamboohr No Probation
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At a glance

The key details from the original listing.

Posted 3 days ago
CompanyMaritime Financial Group
LocationSan Juan
Job typeProbation
Work modeNo
SourceBamboohr
ListedPosted 3 days ago

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About the role

Description supplied by the original job listing.

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:
Checks documents received for completeness and return to source Units, if applicable
Processes requests within standards
Prepares and dispatches contract endorsements, as applicable
Updates Tracking and Productivity Logs on completion of tasks
Ensures that documents are placed to be scanned and filed
B. Processing of Contractual policy changes:
Receives Daily/ Weekly/ Monthly/ Yearly Changes reports from Technology Services
Processes change (alterations) within standards
Updates Tracking and Productivity Logs on completion of tasks
SECONDARY RESPONSIBILITIES:
Provides timely feedback and responds to queries from FA, FASST and Clients
Completes monthly, quarterly and half-yearly projects as necessary
Participates in meetings and Team Building exercises
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

Employment type
Probation

Work arrangement
No

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