Associate 2, Client Management (CMG) page is loaded Associate 2, Client Management (CMG) Apply locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 6 Days Ago job requisition id JR******** You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description: > Ensures that the service level agreement for Client Information Management is met at all times for SLOCPI, SLFPI, SLAMC and SLGFI.
> Processes the following in accordance with the policies and procedures set by Client Management
-change in address and contact information
-enrolment to E-Notice and E-OR services
-simple client consolidation
-changes/updates based on autosys report
-FATCA update
> Ensures confirmation letters are released accurately and in a timely manner Works with the Manager on the improvement of guidelines, processes, and procedures
> Provides timely and accurate replies to email/phone inquiries from other units/departments/advisors and clients.
> Assists in processing other CMG transactions as may be assigned.
Handling of other tasks as may be assigned
> Clean-up activities
> Email handling
> Checking/logging of requests received via internal mail (pouch)
> Printing, transmittal preparation, logging and releasing of confirmation letters
> others that may be identified
Preferred skills Knowledgeable in basic Excel, Word, PPT Knowledge in Ingenium, Workflow Management System, Salesforce, PRISM is preferred Qualifications Flexible Result driven Communicates effectively within the team, relating openly and comfortably with diverse groups of people Contributes to positive morale and a sense of team spirit. Listens openly and learns from others who have different perspectives, backgrounds and/or styles. Job Category:
Customer Service / Operations Posting End Date:
29/09/2024 Similar Jobs (2) Associate 2 (Group Administration) locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted Yesterday Associate 2 locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 25 Days Ago Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world.
Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.
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