Client Relations Specialist - Financial Services

Banamex; San Luis Potosí; On-site; MXN 180,000 - 240,000; Full time

Job summary

Banamex is seeking an entry-level Customer Service Representative 5 to support client inquiries and provide resolutions in coordination with the Customer Service team. The role emphasizes addressing external customer issues and delivering ongoing service support.

Responsibilities include investigating inquiries, maintaining client interactions, providing status updates, and upholding standards to ensure an exceptional client experience while safeguarding the firm's reputation and assets through

Qualifications

• 2-4 years of relevant experience
• Experience in customer service and/or finance
• Proficient in Microsoft Office
• Strong problem solving and decision making
• Detail oriented with clear communication

Responsibilities

• Manage client inquiries with timely, standards-compliant resolutions
• Develop and maintain client portfolio through regular calls and meetings
• Provide clients with activity scorecards and host review calls
• Inform clients about problems and provide regular updates
• Escalate feedback, delays and errors appropriately
• Stay informed on market and regulatory requirements affecting clients
• Adhere to departmental standards and maintain control
• Deliver exceptional client experiences and meet metrics
• Assess risk and ensure compliance with laws and internal policies

Skills

Customer service

Crisis management

Communication skills

Attention to detail

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Banamex is seeking an entry-level Customer Service Representative 5 to support client inquiries and provide resolutions in coordination with the Customer Service team. The role emphasizes addressing external customer issues and delivering ongoing service support.

Responsibilities include investigating inquiries, maintaining client interactions, providing status updates, and upholding standards to ensure an exceptional client experience while safeguarding the firm's reputation and assets through