Client Services Assistant

Location: ,
Job Category:
Job ID: 119444
Employment Type:
Salary:
Posted: 02.26.2025

Occupations:

Accounting-Finance : General-Other: Accounting-Finance
Administrative-Clerical : General-Other: Administrative-Clerical

Job Description:

Job Description

Are you detail-oriented and passionate about delivering exceptional client service? Join Guardian Group as a Client Services Assistant and help us empower our clients with innovative financial solutions!

JOB OBJECTIVE:
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.

MAJOR RESPONSIBILITIES:

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
Coordinate routine client/agent requests/Queries and Complaints.
Document Management
- Filing
- Scanning
- Cut & Editing
Creation of client web application/G trade profile.
Audit related requests – Internal & external.
Distribution of Client Statements.
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.
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.
2 A’ Level/ CAPE passes.
At least two (2) years’ experience in an administrative environment.
Knowledge of financial products.

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.

Job Requirements:

EDUCATION & EXPERIENCE:

5 CXC/CSEC Passes including Mathematics and English Language.
2 A’ Level/ CAPE passes.
At least two (2) years’ experience in an administrative environment.
Knowledge of financial products.