Top 1905 Client services Jobs in Puerto Rico

INVESTMENT CLIENT EXPERIENCE SPECIALIST
TPIS —Bayamón, PR
- $16 - $20 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
INVESTMENT CLIENT EXPERIENCE SPECIALIST
TPIS —San Juan, PR
- $16 - $20 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
CRM ANALYST
TPIS —San Juan, PR
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- SQL
- Paid time off
- Life insurance
Quick Apply
Travel Sales Consultant
TPIS —San Juan, PR
- $14 - $15 an hour
- Office
- High school diploma or GED
- Communication skills
Quick Apply
GOVERNMENT AFFAIRS & HEALTH POLICY LEAD
TPIS —San Juan, PR
- $75,000 - $85,000 a year
- Full-time
- Spanish
- Microsoft Excel
- 5 years
Quick Apply
Call Center & Contact Center Professionals
Hire Resolve.com —Puerto Rico
- $75,000 - $155,000 a year
- Full-time
- Remote
- 5 years
- High school diploma or GED
- Senior level
- AD&D insurance
- Disability insurance
Quick Apply
Remote Travel Support Specialist
Allergy Aware Adventures —Carolina, PR
- $30,000 - $65,000 a year
- Part-time
- Remote
- Customer service
- Computer literacy
- Research
- Employee discount
- Flexible schedule
Quick Apply
7d
Operations Support Specialist
Agility Talent —Puerto Rico
- Remote
- English
- Research
- Mid-level
- Health insurance
- Dental insurance
Grievances & Appeals Representative
Humana —Puerto Rico
- $34,400 - $45,000 a year
- Overtime
- Remote
- Microsoft Word
- Spanish
- Microsoft Excel
- Paid parental leave
- Paid holidays
Director of Operations
Agility Talent —Puerto Rico
- English
- Bachelor's degree
- Business Administration
- Health insurance
- Dental insurance
Docketly Coverage Operations Specialist-Remote
ABC Legal Services —San Juan, PR
- $13 - $15 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
1d
IT Help Desk Analyst (Onsite)
OneTrust International LLC —San Juan, PR
- $18 - $22 an hour
- Full-time
- English
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Remote Client Experience Specialist
Hellosunshinetravels —San Juan, PR
- Full-time
- Remote
- Research
- Organizational skills
- Entry level
Quick Apply
Case Manager
Alcanzando Horizontes LLC —San Juan, PR
- $19 an hour
- Full-time
- Spanish
- Computer literacy
- English
- Disability insurance
- Health insurance
Quick Apply
13d
Clinical Screener
Telemedik —Guaynabo, PR
- Temporary
- Hybrid work
- Spanish
- HIPAA
- English
- Health insurance
- Retirement plan
Quick Apply
4d
PR Delivery Specialist - Virtual
Alight —Puerto Rico
- Microsoft Word
- Background check
- Pass drug screening
- Health insurance
- Dental insurance
4d
Customer Service Representative
AspenView Technology Partners —San Juan, PR
- $0 a year
- Weekends as needed
- Hybrid work
- Spanish
- English
- Office
Quick Apply
Disaster Recovery Insurance Risk Specialist - Hybrid (Puerto Rico)
ICF —San Juan, PR
- $81,111 - $137,889 a year
- Weekends as needed
- Hybrid work
- Spanish
- Microsoft Excel
- 5 years
8d
Customer Engagement Rep II
Grupo Ferré Rangel —Guaynabo Municipio, PR
- Weekends as needed
- Spanish
- Microsoft Excel
- Microsoft Outlook
7d
Telephone Banking Consultant
Popular Bank —San Juan, PR
- Weekends as needed
- Microsoft Excel
- Mid-level
- Windows
7d

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client services jobs near puerto rico

INVESTMENT CLIENT EXPERIENCE SPECIALIST

TPIS -
Bayamón, PR

Quick Apply

Job Details

Full-time
$16 - $20 an hour

Qualifications

Spanish
Customer communication
Customer relationship building
Microsoft Outlook
Identifying new business opportunities
English
Bachelor's degree
Conflict management
Client growth strategy
Consultative selling

Full Job Description

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.

Location: Bayamón, Puerto Rico (Onsite)

Key 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.

Minimum Qualifications

Education

Bachelor’s degree in Business Administration, Industrial Engineering, Finance, or a related field.

Experience

Minimum of three (3) years of experience in customer service, contact center operations, branch banking, relationship management, or retail financial services.
Previous experience within banking, investments, insurance, mortgage lending, or other financial services environments is highly preferred.

Skills & Competencies

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.

Technical Skills

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM or customer management systems.
Familiarity with financial products, banking operations, and applicable regulatory requirements is preferred.

TPIS is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans). We comply with all Federal, State and Local laws regarding nondiscrimination.

Quick Apply

Refine Your Search

client services jobs in puerto rico

INVESTMENT CLIENT EXPERIENCE SPECIALIST

INVESTMENT CLIENT EXPERIENCE SPECIALIST

CRM ANALYST

Travel Sales Consultant

GOVERNMENT AFFAIRS & HEALTH POLICY LEAD

Call Center & Contact Center Professionals

Remote Travel Support Specialist

Operations Support Specialist

Grievances & Appeals Representative

Director of Operations

Docketly Coverage Operations Specialist-Remote

IT Help Desk Analyst (Onsite)

Remote Client Experience Specialist

Case Manager

Clinical Screener

PR Delivery Specialist - Virtual

Customer Service Representative

Disaster Recovery Insurance Risk Specialist - Hybrid (Puerto Rico)

Customer Engagement Rep II

Telephone Banking Consultant

I want to receive the latest job alert for client services in puerto rico

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