Client Relations Officer

Cumax Wealth Management Limited (a subsidiary of the Jamaica Co-Operative Credit Union League Limited), is seeking to recruit an energetic and customer-centric individual to join its Team as Client Relations Officer. If you meet these requirements, please submit your resume and cover letter no later than March 14, 2022 to: We thank all applicants for their interest. Only shortlisted candidates will be contacted.


Reporting to the Client Relations Supervisor, the Client Relations Officer is responsible for the effective, accurate and efficient execution of customer engagement, business development, sales and marketing activities. Duties include but are not limited to the following:

Complete account documentation for on-boarding clients and maintain client files by updating account information for existing clients.
Manage the Customer Complaints Log in keeping with Customer Complaints Policy (regulatory requirement) as well as preparing and monitoring the Customer Service Charter.
Process Client transactions (subscriptions and redemptions) including the issuance of Contract Notes and Client Statements.
Provide general information to clients and prospective clients on the products and services including accepting cheque deposits from clients and issuing receipts.
Generate and dispatch confirmation for Repurchase Agreements as per service level agreement.
Participate in the company’s sales, marketing, and public relations activities, such as trade shows, group presentations, promotional campaigns, advertising campaigns, planning client events and marketing initiatives etc.
Monitor and update the company’s social media channels with customer information.
Manage the publication of the Net Asset Value for Cumax as well as preparing the required reports within the established timelines.
Assist in developing standard procedures and policies for improving the service provided to clients and discuss variances with management.

Minimum Qualifications and Experiences

1st Degree in Business Administration or equivalent from an accredited institution
2 - 3 years in a similar position in a financial institution
Suitable candidate for licensing by the Financial Services Commission as a securities Dealer

Knowledge, Skills, Competences and Personal Attributes

General knowledge of investment products, financial sector instruments, laws, regulations, ethics and professional jargons
Basic Accounting Skills
Well organized and have the ability to meet deadlines
Good customer service and excellent oral and written communication skills
Good networking and interpersonal skills
High level of computer literacy and skills

Special Conditions Associated with the Job

Normal office working environment
May be required to work beyond normal working hours
A commitment to our core principles of fairness, integrity, transparency, cooperation, accountability and respect.