Sales Support Associate (Bahamas)

Since inception in 1997, the RF Group has been committed to helping clients create and manage wealth. We are your local private bank connecting Bahamians with the best in local and international investments. 

The role of the Sales Support Associate is to provide initial client contact and administrative support for RF Bank & Trust (Bahamas) Limited.

Key Responsibilities:

• Champion the client experience through positive telephone, email and in-person encounters

• Provide administrative support to the Financial Advisory Team

• Manage End to End client account opening, KYC and maintenance processes

• Triage and escalate client contact to the appropriate department or personnel

Key Qualifications & Experience:

• Bachelor's Degree in Business Administration, Finance or related field

• Series 7 Certification or Canadian Securities Certificate is a strong asset

• Minimum of 3 years Client Services or Administrative experience

• Excellent communication skills (Verbal, written & Interpersonal)

• Proficient at Microsoft Office Suite programs

• Knowledge of Banking KYC/AML requirements is an asset

• Ability to manage complex projects and multi-task

• Ability to work in a high paced, client facing environment with little supervision

 

Competitive compensation package will commensurate with relevant experience and qualification.  RF Bank & Trust (Bahamas) Limited appreciates your interest. However, only those applications shortlisted will be contacted. Internal Candidates are given preferential consideration for all vacant positions.