Investments Client Services Analyst

Sun Life; Manila; On-site; PHP 335,000 - 558,000; Full time

Job summary

Sun Life Philippines invites applications for a client servicing role focused on non-financial transactions in a dynamic financial services environment. You will work with advisors and clients to ensure accurate, timely processing and documentation, supporting a client-centered service culture.

Ideal candidates graduate in communications or business, have 3–5 years of client servicing experience, preferably within a financial institution, and possess strong analytical and English communication

Qualifications

• Graduate in a communications or business-related field.
• 3–5 years of relevant client servicing experience.
• Experience in a financial institution is an advantage.

Responsibilities

• Responds to client, advisor, and representative requests related to non-financial transactions in a timely and client-centered manner.
• Processes non-financial requests such as statements of account, confirmations, transaction receipts, and account updates within agreed turnaround times.
• Maintains and updates investor records; ensures accuracy and completeness of documentation.
• Ensures proper handling, monitoring, and distribution of investor documents (statements, certificates, confirmations, etc.).
• Coordinates with Call Center, Client Service Centers, Sales, Account Services, and other units to resolve requests and ensure timely completion.
• Monitors requests, backlogs and turnaround times; escalates issues as needed to support service quality.
• Prepares reports, trackers, and test plans for initiatives related to non-financial transactions and client servicing improvements.

Skills

Analytical skills

English fluency

Time management

Collaboration

Education

Bachelor’s degree in communications or business

Job description

Sun Life Philippines invites applications for a client servicing role focused on non-financial transactions in a dynamic financial services environment. You will work with advisors and clients to ensure accurate, timely processing and documentation, supporting a client-centered service culture.

Ideal candidates graduate in communications or business, have 3–5 years of client servicing experience, preferably within a financial institution, and possess strong analytical and English communication