Associate, Client Support Services

Sun Life Financial; Taguig; On-site; PHP 350,000 - 550,000; Full time

Job summary

Sun Life Financial is seeking a dedicated professional to manage end-to-end client support services. The role focuses on prioritizing, monitoring and completing requests within service standards, performing case assessments, and coordinating with various units to resolve servicing concerns.

You will conduct quality checks, prepare policy summaries, and monitor activities to ensure timely closures. The position also involves handling additional operational and project-based tasks to support

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.
• 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. 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. 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. 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. Conducts quality and completeness checks on service requests and supporting documentation prior to finalization, helping minimize processing errors, rework, and service exceptions.5. Policy summary preparation and letter releasing to clients.6. Monitors system-generated activities and service requests and ensures that required actions, updates, and closures are completed accurately and within the prescribed timeline.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**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.**Make life brighter**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.