Maritime Financial Group
Client Support Representative
Skills
10 days ago
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Important information
Location:
San Juan, Trinidad and Tobago
Work mode:
Onsite
Published on:
9 October 2026
What they need
JOB SUMMARY
The Client Support Representative is primarily responsible for the effective processing of contractual and non-contractual policy changes and all Client requests in accordance with established policies and procedures.
PRIMARY RESPONSIBILITIES:
A. Processing of Non-Contractual policy changes and Client requests:
- Checks documents received for completeness and return to source Units, if applicable
- Processes requests within standards
- Prepares and dispatches contract endorsements, as applicable
- Updates Tracking and Productivity Logs on completion of tasks
- Ensures that documents are placed to be scanned and filed
B. Processing of Contractual policy changes:
- Receives Daily/ Weekly/ Monthly/ Yearly Changes reports from Technology Services
- Processes change (alterations) within standards
- Updates Tracking and Productivity Logs on completion of tasks
SECONDARY RESPONSIBILITIES:
- Provides timely feedback and responds to queries from FA, FASST and Clients
- Completes monthly, quarterly and half-yearly projects as necessary
- Participates in meetings and Team Building exercises
- Performs any other functions as required by Team Leader/ Coordinator
QUALIFICATIONS
EDUCATION
Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
8 CAPE passes (full certificate) or an equivalent diploma or professional certificate
EXPERIENCE
Minimum two (2) years experience in a corporate office environment
Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
We thank you for your application. However, only if you have been short-listed, you will be contacted
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