Job Summary: 

• Collects all compliance information as it relates to new groups and existing groups to bring each case to a conclusion so contracts can be issued, and client records can be updated.
• Dispatches renewal notices to those clients who have coverage directly with Sagicor.
• Completes periodic follow-ups needed with clients, brokers, and agents to facilitate the timely return of routine renewal acceptances.
• Ensures the Client Relations team is aware of all complex renewal notices dispatched and assists with supporting information to facilitate the negotiation of these renewals.
• Acts as the first point of contact for basic requests and queries coming into Client Relations 
• Escalate and channel complex queries and requests to ensure resolution.
• Provides customer service and support to clients, sales channels and plan administrators.
• Ensures that renewal and compliance logs are updated on time.
• Assists with the scheduling of meetings, preparation of letters and other administrative activities as required by the Manager Client Relations.

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Communication Skills (Hard Skills)
• Customer Service Orientation (Soft Skills)
• Organizational Skills (Hard Skills)
• Problem Solving (Hard Skills)
• Team Collaboration (Soft Skills)
• Time Management (Hard Skills)
• Adaptability (Soft Skills)

Job Summary: 

• Working closely with the Relationship Manager, be a key contact person and source of knowledge on each client account in their portfolio.
• Playing an integral role in client’s customer service experience
• Provide ongoing day-to-day specialist support as well as routine service delivery for day-to-day business in addition to special events such as Shareholder Meetings, Capital Raisings and Merger & Acquisitions.
• Meeting service levels expected by Clients and Management teams in a timely, efficient, and accurate manner
• Working with the Relationship Management team to formulate client engagement strategies
• Delivery of corporate transaction projects to the highest level of quality and customer experience
• Developing and maintaining positive relationships with internal and external stakeholders such as clients, shareholders, and brokers
• Timely updating of information, CRM and Project Management systems
• Actively providing support and guidance to fellow team members and attending and contributing to team meetings and activities

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Customer Service Excellence (Hard Skills)
• Project Management (Hard Skills)
• Service Level Management (Hard Skills)
• Strategic Engagement (Hard Skills)
• Stakeholder Relationship Building (Hard Skills)
• Systems Management (Hard Skills)
• Team Collaboration and Support (Soft Skills)

Job Summary: 

• On-board Loan Officers in a timely and compliant manner
• Assign contracts and policy paperwork and ensure timely completion
• Serve as a pivotal communication point who reports to multiple departments with updates and progress
• Be knowledgeable on all C2 policies and able to answer questions and inquiries from Loan Officers
• Maintain Records digitally by updating FileMaker when documents are received or information is updated
• Track and update licensing paperwork for all Loan Officers
• Provide excellent customer service for all Loan Officers
• Research and become familiar with new regulations and update onboarding documents
• Record keeping of sensitive information
• Take responsibility for the vetting of potential Loan Officers

Skills on Resume: 

• Compliance Management (Hard Skills)
• Organizational Skills (Hard Skills)
• Communication (Soft Skills)
• Knowledge of Policies (Hard Skills)
• Record Keeping (Hard Skills)
• Licensing Management (Hard Skills)
• Customer Service (Soft Skills)
• Regulatory Awareness (Hard Skills)

Job Summary: 

• Ensure a high level of client satisfaction and engagement with existing client base
• Build strong relationships with existing clients and ensure their requirements are fulfilled efficiently and effectively
• Analyse client usage reports and undertake client review meetings (phone/video)
• Provide solutions to improve business processes and enhance engagement with their end users
• Act as the main point of contact for clients and manage issues through to resolution
• Produce regular management reports and statistics
• Provide client feedback to the rest of the DocPortal team to drive future development roadmap
• Contributing to process improvement, knowledge management and cross-training

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Problem-Solving and Solution Provision (Hard Skills)
• Communication Skills (Soft Skills)
• Issue Resolution Management (Hard Skills)
• Data Analysis and Reporting (Hard Skills)
• Project Management (Hard Skills)
• Client Feedback Management (Soft Skills)
• Adaptability and Learning Agility (Soft Skills)

Job Summary: 

• Source new business relationships with prospective institutional investors such as endowments, foundations, family offices, consultants, OCIOs, wealth managers, and asset managers.
• Strengthen and expand existing relationships to transition prospective clients into new clients.
• Develop a deep understanding of the firm, affiliate companies, and SMTAM’s investment management capabilities
• Utilize internal and external resources to maintain up-to-date knowledge of financial markets
• Provide information about financial market and investment products to support investors' investment decisions.
• Understand and adhere to the firm’s Compliance Policies & Procedures Manual, Supplemental Code of Conduct and Ethics, BSA AML Compliance Program, Corporate Compliance Program and Volker Rule Compliance Program.
• Understand and adhere to the firm’s risk management practices. 
• Identify, assess, and monitor applicable risks based on SMTAMA’s risk management policies and procedures.
• Attain all registrations and designations required following SEC Registration
• Assist Client Relations team members with operational and ad-hoc support

Skills on Resume: 

• Business Development and Relationship Building (Hard Skills)
• Investment Management Knowledge (Hard Skills)
• Financial Markets Expertise (Hard Skills)
• Investment Product Knowledge (Hard Skills)
• Compliance and Regulatory Knowledge (Hard Skills)
• Risk Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Client Relations Support (Hard Skills)