INVESTMENT CLIENT EXPERIENCE SPECIALIST

TPIS•Bayamón, PR

1d•Onsite

About The Position

Our client, a leading financial services organization in Puerto Rico, is seeking an experienced and customer-focused professional to join its team as an Investment Client Experience Specialist. This position is ideal for individuals who are passionate about delivering exceptional client experiences, building long-term relationships, and identifying opportunities to support clients in achieving their financial goals. The selected candidate will serve high-value clients by providing personalized service, financial guidance, and tailored solutions that enhance customer satisfaction, loyalty, and engagement.

Requirements

Bachelor’s degree in Business Administration, Industrial Engineering, Finance, or a related field.
Minimum of three (3) years of experience in customer service, contact center operations, branch banking, relationship management, or retail financial services.
Strong customer relationship management and consultative sales skills.
Excellent verbal and written communication skills in both English and Spanish.
Ability to build trust and maintain relationships with high-net-worth or high-value clients.
Strong problem-solving, decision-making, and conflict-resolution abilities.
Results-oriented with the ability to identify opportunities for business growth and client retention.
Highly organized with strong follow-through and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM or customer management systems.

Nice To Haves

Previous experience within banking, investments, insurance, mortgage lending, or other financial services environments is highly preferred.
Familiarity with financial products, banking operations, and applicable regulatory requirements is preferred.

Responsibilities

Build and maintain strong relationships with high-value clients by delivering personalized service and recommending solutions aligned with their financial needs and objectives.
Assist clients with account servicing, transactions, and financial product inquiries while identifying opportunities to strengthen client relationships.
Anticipate client needs and proactively resolve issues, ensuring a seamless and exceptional customer experience.
Educate clients about available financial products, services, and digital solutions that can support their financial well-being.
Develop creative and effective solutions to address complex client requests and service challenges.
Reconnect with inactive clients and conduct proactive outreach to strengthen relationships and identify new business opportunities.
Provide prompt resolution to service concerns and coordinate with internal departments to ensure timely follow-up and client satisfaction.
Serve as a trusted point of contact, taking ownership of client concerns and ensuring issues are resolved efficiently from start to finish.
Process account-related requests and support client onboarding activities while promoting additional products and services when appropriate.
Maintain compliance with all applicable policies, procedures, regulatory requirements, Know Your Customer (KYC), and Anti-Money Laundering (AML) guidelines.
Promote the adoption of digital banking and self-service tools to enhance the overall client experience.
Perform additional duties and special projects as assigned.