Client Service Associate
Rook For StartupsNassau, Bahamas
Posted February 4, 2026
Full Time
About the Company
RF Group has been committed to helping clients create and manage wealth since 1997, connecting Bahamians with the best in local and international investments.
Job Description
The Client Service Associate is responsible for managing and supporting client relationships, ensuring a high level of service delivery, and acting as the primary point of contact for assigned accounts. Initially, the role will focus on servicing pension clients, but it will expand to cross selling RF products.
Requirements
- Bachelor’s degree, Business Administration, Finance, Accounting or equivalent
- Minimum of 2 years of related work experience
- Series 7 Certification an asset
- Strong interpersonal, analytical, and problem-solving skills
- Excellent interpersonal and communication skills (verbal & written)
- Proficient in Microsoft Office Suite and the aptitude to learn new software
- Ability to work in a self-motivated environment with little supervision
Benefits
- Competitive compensation package
