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- Chaque jour, vous aurez de nouvelles et passionnantes occasions de rendre la vie plus brillante pour nos Clients – qui sont au cœur de tout ce que nous faisons.
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- Sun Life Grepa Financial, Inc.Binondo 1006 P00
- Competitive monthly salary guaranteed 14 months plus performance bonus.
- Comprehensive wellness programs that support your physical, financial, mental, and…
- Sun Life Grepa Financial, Inc.Binondo 1006 P00
- Competitive monthly salary guaranteed 14 months plus performance bonus.
- Comprehensive wellness programs that support your physical, financial, mental, and…
Job Post Details
Job details
Full job description
Vous êtes aussi unique que votre parcours, votre expérience et votre point de vue. Ici, vous serez encouragé, habilité et défié à être à votre meilleur. Vous travaillerez avec des collègues dynamiques – des experts dans leurs domaines – qui sont désireux de partager leurs connaissances avec vous. Vos leaders vous inspireront et vous aideront à atteindre votre potentiel et à vous envoler vers de nouveaux horizons. Chaque jour, vous aurez de nouvelles et passionnantes occasions de rendre la vie plus brillante pour nos Clients – qui sont au cœur de tout ce que nous faisons.
Chez Sun Life, nous sommes guidés par notre Raison d'être : aider nos Clients à réaliser la sécurité financière à vie et à vivre une vie plus saine. Nos valeurs façonnent notre façon de travailler : bienveillance, authenticité, audace, inspiration et impact.
Quand vous vous joignez à Sun Life, vous travaillez avec des collègues passionnés et des leaders habilitants qui soutiennent votre croissance et célèbrent vos contributions, afin que vous puissiez faire une différence significative dans la vie de nos Clients.
Découvrez comment vous pouvez faire une différence dans la vie des personnes, des familles et des communautés du monde entier.
De scription de poste :
Major accountabilities
Responds to client, advisor, and representative requests, concerns, and inquiries related to non-financial transactions in a timely, accurate, and client-centered manner.
Processes non-financial requests, including but not limited to statement of account requests, confirmation of investments, transaction confirmation receipts, redemption letters, account updates, and other related client documents within the agreed turnaround time.
Maintains and updates investor records, including changes in account type, transfer of servicing advisor, contact information updates, and other client profile maintenance requirements, while ensuring accuracy and completeness of documentation.
Ensures proper handling, monitoring, and distribution of investor documents such as quarterly and month-end statement of accounts, certificates, confirmations, and other non-financial client correspondences.
Coordinates with the Call Center, Client Service Centers, Sales Team, Account Services, and other internal units to resolve pending requests, clarify requirements, and ensure timely completion of non-financial transactions.
Monitors assigned requests, backlogs, and turnaround time performance, and escalates issues when necessary to support timely resolution and service quality.
Prepares and maintains reports, trackers, process updates, business requirements, user test plans, and user testing support for initiatives related to non-financial transactions and client servicing improvements.
Specialized knowledge
- Advanced analytical, comprehension, and presentation skills.
- Fluent in English, both in written and verbal communication.
- Well-developed prioritization and time management skills
- Strong collaboration skills
Problem solving
- Analytical and possesses reasoning skills needed to interpret data and make timely recommendations for continuous improvements.
- Ability to work in a collaborative, team-oriented environment.
- Responds to inquiries using a client-centered approach that demonstrates flexibility and adaptability whenever possible.
- Listens openly and learns from others who have different perspectives, backgrounds, and/or styles.
- Displays a can-do attitude and enthusiasm.
- Seeks opportunities to learn new things, build new skills, and asks for support when needed.
Education and experience
- Graduate of any communication or business-related course.
- With at least 3 to 5 years of relevant experience in a client servicing.
- Experience working in financial institution is an advantage.
Communication scope
- Advanced analytical, comprehension, and presentation skills.
- Fluent in English, both in written and verbal communication.
- Well-developed prioritization and time management skills
- Strong collaboration skills
Catégorie d'emploi :
PlacementsFin de l'affichage :
29/11/2026