client support services, associate (project orphan Management)Sun Life Financial

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:
1. Ensures that the service level agreement for Client Support Services is met at all times for SLOCPI and SLGFI.
2. Verifies and processes the following in accordance with the policies and procedures set by Client Management
a. orphan BM assigned
b. advisor change request (SRF)
3. Generates, prepares transmittal and releases orphan related letters within agreed turn-around-time
4. Reviews, prepares transmittal and releases policy summary within agreed turn-around-time
5. Provides timely and accurate replies to emails
Job Category: Customer Service / Operations
Posting End Date:
Sun Life Financial

Manila City, Metro Manila Taguig City, Metro Manila
Permanent
Full-time