Quality Assurance Specialist

2 weeks ago

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

Quality Assurance Specialist page is loaded

Quality Assurance Specialist Apply locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted Yesterday 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:

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

  • Perform quality assurance review of transactions (mutual fund subscriptions, redemptions, switches, account changes, inquiries, etc.) processed by Investor Services and service providers ensuring that they are valid, complete and timely performed.
  • Identify, monitor, and resolve any findings ensuring that solutions put in place are effective and sustainable. This includes design, implementation, training and documentation of the related controls and processes.
  • Represent Investor Services in various projects ensuring that risks, processes and controls are considered through collaboration with different cross-functional teams.
  • Establish and execute training and development modules for the team.
  • Monitor and analyze client service metrics (Client Satisfaction, Net Promoter Score, & Clien-for-Life Index). Provide data and trend analysis and recommendations to mitigate client, regulatory and compliance issues and concerns.
  • Prepare various management reports.
  • Perform monthly data analysis of transactions using Power Query in MS Excel

Preferred skills (heading) / Compétences particulières (titre)

  • Advanced analytical, comprehension and presentation skills.
  • Fluent in English, both in written and verbal communication.
  • Preferably with experience in the use of data analytics tools such as Power Query in MS Excel, and use of data visualization tools such as Tableau

Qualifications (heading) / Compétences (titre)

  • Graduate of any business-related course, preferably in Accounting or Auditing
  • At least 5 years of relevant professional expertise in quality review, compliance, and/or audit.
  • Experience working in financial institution is an advantage
  • Certified Public Account is an advantage

Job Category:

Customer Service / Operations

Posting End Date:

29/09/2024 Similar Jobs (1) Specialist, Quality Management locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 8 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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