Client Support Officer (Tobago)

Enhances client intimacy and efficiency by guiding clients to suitable JMMB services, introducing alternate transaction channels, and providing initial service information. Ensures that all clients and visitors leave with a positive impression of JMMB's service standards.

Job Summary:
Supports Client Intimacy and operating efficiency by welcoming and guiding all clients to appropriate JMMB services, introducing alternate transaction channels and/or providing preliminary information for service. Demonstrates client care standards such that all clients/ visitors leave with a positive first impression of JMMB’s service delivery. 

Key Responsibilities:

• Client Experience:
• Greets clients, auditors, vendors, etc. entering JMMB doors.
• Provides clients with product information and other care (tea, coffee, etc.).
• Assist clients in the completion of new account documents. 
• Provides support to IAs, CROs, for new clients opening accounts. 
• Opens new accounts on JMMB System and Depend System. 
• Set up appointments between clients and CROs during IPOs.
• Contact clients to provide trade and settlement information. 
• Distributes settlement and vendor cheques.
• Enter all Investments for walk in clients (Settlements for all products: Equity, mutual Funds and Fixed). 
• Handles all client queries/ requests (walk in and telephone calls), including non-trade requests. 
• Updates all respective logs: nontrade register, new client accounts register, cheque register, Incoming Mail Register, Fees Register. 
• Prepares receipts for fees and commissions received – fees from walk ins clients and cheques received via mail.
• Prepares daily bank deposits. 
• Prepares End of Day Fund Summary sheets for submission to Supervisor CSOs for checking and sign offs.
• Receives incoming mail at the front desk. 
• Enters new Equity Orders on JMMB System. 
• Receives all calls at front desk and responsible for distributing to team members accordingly. 
• Keeps the Security Officers’ log for start of day and close of day and distributes and collects the door swipe to and from Security Officers at start and close of day.
    
• Client Migration:
• Assists clients in the completion of all application forms. 
• Monitors work environment, to ensure ergonomic needs are met, adequate supply of forms, envelopes, paper is always in place and the lobby is aesthetically pleasing to Team Members and visitors. 
• Analyses current policies and methods of operations for quality, efficiency and cost considerations, in order to identify and recommend opportunities for continuous improvement.
• General:
• Supports the retrieval of documents to assist in speedy processing of client, as required – eg doc may be on the fax machine, or printed by another agent. 
• Supports with the opening of client accounts. 
• Accepts and processes orders for clients. 
• Process investment and encashment requests for clients. 
• Supports KYC and client demographic updates by obtaining information from clients and completing requisite documentation. 
• Processes routine transactions for clients (generating statements, conducting general account queries, preparing letters – and other transactions as may be defined from time to time. 
• Demonstrates JMMB client care standards, adding a new dimension to customer intimacy, enhancing all aspects of service delivery and ensuring that clients have a comfortable, timely and informed waiting experience. 
• At the end of each day, unless otherwise instructed, updates client records as per their requests and in-keeping with the law and JMMB Client Care standards. 
• Any other related duties. 
• Position may require rotating at all locations.