Analyst 1

2 weeks ago

Taguig, National Capital Region, Philippines Sun Life Financial Full time

Analyst 1 (Investor Services) page is loaded

Analyst 1 (Investor Services) Apply locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 2 Days Ago job requisition id JR

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Please enter the external job description here (remove this line)

Job description (heading) / Description du poste (titre)

  • This position is responsible for the full administration of all mutual fund shareholders. This position ensures all daily processing functions are completed within determined timeframes while ensuring liability and risks to the organization are non-existent.

Preferred skills (heading) / Compétences particulières (titre)

  • With at least 3 to 5 years' experience in a customer servicing function or other relevant profession

Qualifications (heading) / Compétences (titre)

  • Well-developed prioritization and time management skills
  • With orientation to detail and ability to learn, retain, and apply considerable amounts of information gathered from different sources.
  • Strong collaboration skills: demonstrated ability to partner with cross-functional business areas to achieve results.
  • Must possess keen interest in learning about the financial services industry.

Responsibilities (heading) / Responsabilités (titre)

  • Processes financial transactions, such as subscription, redemptions and switch based on information received in the forms.
  • Completes information or document through coordination with the MF representatives; recommend appropriate disposition of transaction requests with insufficient information or documents. (EDD/CDD)
  • Conducts checking and sign-off of processed transactions for the day for the assigned Fund and comparing to the Monitoring report generated from the support system. (EOD)
  • Handles the timely resolution of any query, concern, complaints handling coming from investors gathered through Client Care, Client Service Centers and SLAMCI Sales. (Different internal channels/partners)
  • Prepares the monthly, weekly, and daily reports as required.
  • Assists in preparation of business requirements, user test plan and conducts user testing.
  • Assists in the conceptualization, development and implementation of new product enhancement geared towards:
  • Improving SLAMC's services and attractiveness to existing clientele
  • Improving client loyalty and retention

Job Category:

Customer Service / Operations

Posting End Date:

30/10/2024 Similar Jobs (3) Analyst 1 locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 30+ Days Ago Analyst 1 (Collection) locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 2 Days Ago Analyst 1 locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 30 Days Ago

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.

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.

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