Financial Services Manager

Key ResponsibilitiesConduct needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services that align with client needs.Develop customized financial plans addressing wealth accumulation, risk management, and retirement planning.Product Recommendations & ImplementationOffer...

Job OverviewSun Life Financial is seeking a skilled Finance Specialist to join its team. The ideal candidate will have experience in financial reporting and accounting, as well as strong analytical and communication skills.The Finance Specialist will be responsible for participating in the financial statement closing process, preparing and processing journal...

As a key member of the finance operations team at MA Financial Group, you will play a crucial role in ensuring the accuracy and efficiency of our broker commission calculations and payments.About the RoleThis position involves maintaining transaction records, managing clawback processes, addressing broker inquiries, and preparing performance reports.You will...

Job OverviewWe are seeking a highly experienced Management Accountant to join our Property Accounting team at MA Financial Group.The successful candidate will be responsible for managing the accounting and reporting requirements of each asset, with the objective of optimizing accuracy and quality. They will communicate information and insights to...

At Sun Life Financial, we are committed to delivering exceptional customer service experiences that meet the evolving needs of our clients. As a key member of our operations team, you will play a pivotal role in ensuring the consistent delivery of high-quality services.Job DescriptionThe Front-Line Customer Service Director provides leadership and direction...

Welcome to Sun Life Financial, where you can be your most brilliant self! As a valued member of our team, you'll be empowered to learn, grow, and succeed in a supportive and inclusive work environment.Our purpose is to help Clients achieve lifetime financial security and live healthier lives. We're a global company with a passion for people, driving...

Job OverviewManpower Core Group Inc. is seeking a skilled Wealth and Financial Services Manager to join our team. As a key member of our organization, you will be responsible for ensuring that each touchpoint across the customer journey is engaging, efficient, and transformational.In this role, you will develop, produce, and maintain relevant documentation...

Join us at Welsend Global Services as a Finance and Admin Officer and take on the challenge of managing the financial operations of the company.About the CompanyAs a leading provider of IT-enabled services, we require a skilled and experienced Finance and Admin Officer to oversee the financial operations of the company.The successful candidate will be...

Sun Life Financial is a leading provider of financial services, committed to delivering exceptional value to our clients. We are seeking a highly skilled Customer Service Associate to join our team.This role involves providing outstanding customer service and support to clients by resolving telephone inquiries in a fast-paced environment. The ideal candidate...

Relationship Management & After-Sales ServiceMaintain long-term relationships with clients through regular financial check-ups and strategy reviews.Provide proactive financial literacy education to help clients make sound financial choices.Ensure all transactions comply with industry laws and ethical standards.

Company OverviewSun Life Financial is a global company with a passion for people. Our purpose is to help clients achieve lifetime financial security and live healthier lives.We're a team of 30,000 across 26 countries, making a meaningful impact locally and globally. We're committed to driving transformation, sustainability, and innovation for our clients,...

We are seeking an experienced Leadership and Service Delivery Expert to join our team at Sun Life Financial. In this critical role, you will provide leadership and direction to a high-volume, fast-paced client service environment.About the RoleThe Front-Line Customer Service Director will be responsible for ensuring the consistent delivery of high-quality...

Sun Life Global Solutions is a leading provider of life insurance and financial services. As a Client Care Representative, you will play a crucial role in delivering exceptional customer experiences to our clients.The ideal candidate will possess strong communication skills, be able to navigate computer systems efficiently, and have the ability to resolve...

Sun Life Financial is looking for a seasoned Performance Driven Call Centre Head to lead our front-line customer service team. In this role, you will be responsible for delivering high-quality services while driving all key performance metrics.Key ResponsibilitiesThe Front-Line Customer Service Director will provide leadership and direction to a high-volume,...

We are seeking a highly skilled Servicing Value Stream Head to lead our Servicing Operations Transformation initiative across Asia Markets.The successful candidate will develop a comprehensive roadmap for delivery in 2025, outlining the necessary changes to meet agreed Servicing KPIs.This role offers an excellent opportunity for a strategic thinker to shape...

At Sun Life Financial, we are seeking a highly experienced and driven professional to lead our Servicing Operations Transformation initiative across Asia Markets.This permanent role requires a strategic thinker with strong project management skills and insurance industry expertise.The successful candidate will create a roadmap for delivery in 2025 to...

Sun Life Financial seeks a highly experienced Insurance Operations Strategist to lead our Servicing Operations Transformation initiative across Asia Markets.The successful candidate will develop a comprehensive roadmap for delivery in 2025, addressing the changes required to meet agreed Servicing KPIs.Key Responsibilities:Develop a roadmap for delivery in...

About Our Ideal CandidateWe are looking for a highly skilled and experienced Management Accountant who can effectively manage the accounting and reporting requirements of each asset.The ideal candidate will have a minimum of 3 years' experience working in a similar role within a BPO company and expertise in using mainstream ERP systems.Key...

Discover the opportunity to join a dynamic team of experts in the field of systems development and integration. As a Systems Specialist at Sun Life Financial, you will be responsible for building and implementing ServiceNow solutions that meet business needs.Job Overview:The successful candidate must be willing to work in a fast-paced environment,...

Job OverviewDMP INSURANCE (FWD PHILIPPINES) is seeking a highly motivated individual to fill the role of Financial Wealth Planner. This position involves helping individuals and families achieve their financial goals through comprehensive wealth management strategies.Key ResponsibilitiesConduct Thorough Financial Assessments: Meet with clients to understand...