Analyst 1 (Investor Services)

Sunlife Solar; Taguig; In loco; PHP 420.000 - 720.000; Tempo pieno

Descrizione del lavoro

Sun Life in the Philippines is seeking an experienced Client Servicing Specialist to handle non-financial transactions for clients, advisors, and representatives. You will ensure timely, accurate responses and maintain key investor records with meticulous documentation.

With 3–5 years in client servicing and a background in communications or business, you will collaborate across Call Center, Client Service Centers, and Sales to deliver high-quality service and continuous improvement in processes.

Competenze

• Graduate in communication or business-related field.
• 3–5 years in client servicing.
• Experience in a financial institution is an advantage.
• Strong analytical, comprehension and presentation abilities.
• Fluent in English, written and spoken.

Mansioni

• Responds to client, advisor, and representative requests related to non-financial transactions in a timely, client-centered manner.
• Processes non-financial requests (statements, confirmations, redemption letters, account updates) within turnaround times.
• Maintains investor records, updating contact info and servicing advisor changes with accurate documentation.
• Handles, monitors, and distributes investor documents such as statements and confirmations.
• Coordinates with the Call Center, Client Service Centers, Sales Team, and others to resolve requests and ensure timely completion.
• Monitors requests, backlogs, turnaround times; escalates issues as needed.
• Prepares reports, trackers, and test plans for initiatives related to non-financial transactions and client servicing improvements.

Conoscenze

Advanced analytical

Presentation skills

Fluent in English

Time management

Collaboration skills

Formazione

Bachelor's degree in communication or business

Descrizione del lavoro

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

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.
• Listen 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

Job Category:

Investments

Posting End Date:

29/11/2026