Top 354 Account specialist Jobs in Carolina Pr

INVESTMENT CLIENT EXPERIENCE SPECIALIST
TPIS —San Juan, PR
- $16 - $20 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Accounts Receivable and Collections Specialist
Confidential —San Juan, PR
- $16.50 an hour
- Full-time
- Bilingual
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Retail Account Representative
Puerto Rico Deli Provisions,LLC —Puerto Rico
- $28,500 a year
- Full-time
- Sales
- Merchandising
- English
- Health insurance
- Dental insurance
Quick Apply
5d
Account Manager Parts
Trane Technologies —San Juan, PR
- $46.50 an hour
- Full-time
- Spanish
- Oracle
- 5 years
Patient Care Representative
Urgimed —San Juan, PR
- From $18 an hour
- Full-time
- Spanish
- English
- Organizational skills
Quick Apply
Customer Service Representative
AspenView Technology Partners —San Juan, PR
- $0 a year
- Weekends as needed
- Hybrid work
- Spanish
- English
- Office
Quick Apply
Account Manager - SJU Airport
PrimeFlight Aviation Services Inc —Carolina, PR
- $55,000 a year
- Extended hours
- Background check
- 18 years or older
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
8d
Account Manager
W.W. Grainger —Cataño, PR
- $42,900 - $71,500 a year
- Hybrid work
- Spanish
- English
- Mid-level
- Paid parental leave
- Dental insurance
HealthCare Industry Sales Representative -Account Manager
COREPLUS SERVICIOS CLINICOS Y PATOLOGICOS LLC —Carolina, PR
- $50,000 a year
- Full-time
- Marketing
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
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
2d
Client Service Specialist, Personal Lines
HUB International —Hato Rey, PR
- Full-time
- Spanish
- Microsoft Excel
- English
- Health insurance
- Dental insurance
Field Service Engineer - X-Ray-Vascular-Mammo
GE HEALTHCARE —Carolina, PR
- Weekends as needed
- Background check
- Sales
- Hospital
- Relocation assistance
- Health insurance
Key Account Specialist
AvistaHR —San Juan, PR
- $13 an hour
- Full-time
Quick Apply
Business Development Representative - National Distribution
Ingersoll Rand —Carolina, PR
- $70,000 - $90,000 a year
- Remote
- Marketing
- Product management
- Organizational skills
- Health insurance
- Dental insurance
Account Executive
24 Hour Flood Pros of Dallas LLC —Río Grande Municipio, PR
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Contracts
- Paid holidays
- Health insurance
Quick Apply
Account Specialist
Fastenal —Ceiba Municipio, PR
- Full-time
- 18 years or older
- Marketing
- Pass drug screening
- Paid holidays
- Disability insurance
1h
Bilingual Account Payable Specialist
Liberty - My Wireless —San Juan, PR
- $13 - $14 an hour
- Full-time
- Bilingual
- Mid-level
- Office
Quick Apply
Client Accounting Specialist
Tax Law Solutions —San Juan, PR
- $45,000 - $46,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Regional Success Manager
Asurion —San Juan, PR
- Bilingual
- Marketing
- 5 years
8d
Major Gifts Coordinator
Para La Naturaleza —Viejo San Juan, PR
- $52,000 - $54,000 a year
- Extended hours
- Spanish
- Marketing
- English
- Health insurance
- Dental insurance
Quick Apply

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account specialist jobs near carolina pr

INVESTMENT CLIENT EXPERIENCE SPECIALIST

TPIS -
San Juan, 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

account specialist jobs in carolina pr

INVESTMENT CLIENT EXPERIENCE SPECIALIST

Accounts Receivable and Collections Specialist

Retail Account Representative

Account Manager Parts

Patient Care Representative

Customer Service Representative

Account Manager - SJU Airport

Account Manager

HealthCare Industry Sales Representative -Account Manager

Docketly Coverage Operations Specialist-Remote

Client Service Specialist, Personal Lines

Field Service Engineer - X-Ray-Vascular-Mammo

Key Account Specialist

Business Development Representative - National Distribution

Account Executive

Account Specialist

Bilingual Account Payable Specialist

Client Accounting Specialist

Regional Success Manager

Major Gifts Coordinator

I want to receive the latest job alert for account specialist in carolina pr

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