Client Relationship Officer

This position is responsible for ensuring world class customer experience through the management of client relationships in-office and throughout all available channels.

Company: JN Fund Managers Ltd.

About us:

We are The Jamaica National Group Limited, representing a globally respected brand, boldly finding ways to enrich lives and build better communities. Our core values make us who we are and are demonstrated in everything we do; rooted in RESPECT we believe our everyday jobs contribute to something bigger than ourselves. We are dependable and pride ourselves in our authenticity and in the transparent solutions we create that bring value to our customers.

Key Responsibilities:

• Switchboard Management: Answer and route calls promptly with a target to respond by the 3rd ring. Maintain logs and ensure a maximum hold time of 30 seconds.
• Client Engagement: Promote JNFM products/services, guide clients in registering for our online platform (monthly targets apply), and support Financial Advisors in client care.
• Visitor Assistance: Greet and direct visitors, log visitor details, and provide updates for clients waiting over 5 minutes.
• Delivery Management: Handle cheques, courier packages, and contact recipients for timely collection.
• Mail Sorting: Sort and distribute mail twice daily, prioritizing urgent items.
• Reporting: Provide monthly reports on client interactions and online platform engagement by the 3rd of each month.

Qualifications:

• Bachelor’s degree in Business Studies or related field.
• At least 1 year of experience in an administrative role.
• Proficiency in Microsoft Word and general computer skills.