Client Support & Service Delivery Specialist

Sun Life Financial; Philippines; On-site; PHP 335,000 - 670,000; Full time

Job summary

Sun Life Financial is seeking a customer service/operations professional in the Philippines to manage end-to-end service delivery for Client Support Services. You will assess cases, validate requirements, coordinate with stakeholders, and ensure timely, accurate processing of servicing requests.

You will conduct quality checks, prepare policy summaries, and maintain client communications. The role emphasizes collaboration across teams, adherence to service standards, and supporting the

Responsibilities

• Manages end-to-end service delivery of assigned Client Support Services activities, ensuring requests are prioritized, monitored, and completed within service standards.
• Performs case assessment and service validation to determine action, requirements, and routing of servicing-related requests.
• Coordinates with business units to facilitate resolution of servicing concerns, including advisor assignment and related compensation or service fee considerations.
• Conducts quality and completeness checks on service requests and supporting documents prior to finalization, minimizing errors and rework.
• Prepares policy summaries and releases letters to clients.
• Monitors system-generated activities and ensures actions, updates and closures are completed on time.
• Performs other operational and project-based assignments to support Client Support Services objectives.

Job description

Sun Life Financial is seeking a customer service/operations professional in the Philippines to manage end-to-end service delivery for Client Support Services. You will assess cases, validate requirements, coordinate with stakeholders, and ensure timely, accurate processing of servicing requests.

You will conduct quality checks, prepare policy summaries, and maintain client communications. The role emphasizes collaboration across teams, adherence to service standards, and supporting the