Associate, Client Support Services

sunlife; Taguig; On-site; PHP 300,000 - 420,000; Full time

Job summary

Sun Life Philippines is seeking a Customer Service / Operations professional to manage end-to-end service delivery for assigned Client Support Services, ensuring requests are prioritized and completed within established standards for SLOCPI, SLFPI, SLAMC, and SLGFI.

You will perform case assessment, coordinate with business units, conduct quality checks, prepare policy summaries and letters, monitor activities, and ensure timely closures while supporting evolving business requirements.

Responsibilities

• Manages the end-to-end service delivery of assigned Client Support Services activities, ensuring that requests are appropriately prioritized, monitored, and completed within established service standards for SLOCPI, SLFPI, SLAMC, and SLGFI.
• Performs case assessment and service validation to determine the appropriate action, requirements, and routing of servicing-related requests, ensuring alignment with established business rules and operational guidelines.
• Coordinates with relevant business units and stakeholders to facilitate resolution of servicing concerns, including matters involving advisor assignment, servicing changes, and related compensation or service fee considerations.
• Conducts quality and completeness checks on service requests and supporting documentation prior to finalization, helping minimize processing errors, rework, and service exceptions.
• Policy summary preparation and letter releasing to clients.
• Monitors system-generated activities and service requests and ensures that required actions, updates, and closures are completed accurately and within the prescribed timeline.
• Performs other operational and project-based assignments that support the objectives of Client Support Services and address evolving business requirements.

Job description

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:

1. 1. Manages the end-to-end service delivery of assigned Client Support Services activities, ensuring that requests are appropriately prioritized, monitored, and completed within established service standards for SLOCPI, SLFPI, SLAMC, and SLGFI.
2. 2. Performs case assessment and service validation to determine the appropriate action, requirements, and routing of servicing-related requests, ensuring alignment with established business rules and operational guidelines.
3. 3. Coordinates with relevant business units and stakeholders to facilitate resolution of servicing concerns, including matters involving advisor assignment, servicing changes, and related compensation or service fee considerations.
4. 4. Conducts quality and completeness checks on service requests and supporting documentation prior to finalization, helping minimize processing errors, rework, and service exceptions.
5. 5. Policy summary preparation and letter releasing to clients.
6. 6. Monitors system-generated activities and service requests and ensures that required actions, updates, and closures are completed accurately and within the prescribed timeline.
7. 10. Performs other operational and project-based assignments that support the objectives of Client Support Services and address evolving business requirements.

Job Category:

Customer Service / Operations

Posting End Date:

29/11/2026