Client Services Assistant (South) Temp

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 ObjectiveThe 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. 2A’ Level/ CAPE passes. At least two (2) years’ experience in an administrative environment. Knowledge of financial products.Person SpecificationThe 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.