Investor Services Analyst: Client-Centric & Data-Driven

Sun Life; Taguig; On-site; PHP 390,600 - 725,400; Full time

Job summary

Sun Life Philippines is seeking a client servicing professional in the Investments division to handle non-financial transactions and investor communications with precision. You will coordinate with internal teams to resolve requests, maintain records, and ensure timely delivery of documents.

The role requires advanced analytical skills, strong English communication, and excellent time management. A background in finance is a plus, with on-site work in Taguig.

Qualifications

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

Responsibilities

• Responds to client, advisor, and representative requests in a timely, client-centered manner.
• Processes non-financial requests including statements of account and transaction confirmations.
• Maintains investor records and updates client profiles with accuracy.

Skills

Advanced analytics

English fluency

Time management

Collaboration

Education

Bachelor’s degree in communications or business

Job description

Sun Life Philippines is seeking a client servicing professional in the Investments division to handle non-financial transactions and investor communications with precision. You will coordinate with internal teams to resolve requests, maintain records, and ensure timely delivery of documents.

The role requires advanced analytical skills, strong English communication, and excellent time management. A background in finance is a plus, with on-site work in Taguig.