Client Management Associate

4 days ago

Taguig, National Capital Region, Philippines Sun Life Financial, Inc. Full time ₱250,000 - ₱350,000 per year
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:

CMG Job Description:

1. Provides timely and accurate reply to email inquiries from other units/departments/advisors and clients.

2. Ensures that the service level agreement for Client Management Group (CMG) is met at all times for SLOCPI, SLFPI, SLAMC and SLGFI.

3. Processes the following in accordance with the policies and procedures set by CMG:

- change in address and contact information

- enrolment to e-Notice and e-OR

- simple consolidation

- updating of Fatca status

- finding missing clients

- replying to phone and email inquiries

4. Generates confirmation letters in LGS.

5. Prepares transmittal for change in mailing address.

6. Ensures the following are released accurately and in a timely manner:

- confirmation letters

- Other communications as may be identified

7. Handle and encode forms received via pouch (submitted at CSC)

8. Assists in processing other transactions as may be required and other CLIENT RECORD activities related to CMG

Preferred skills
  • Knowledge in WORD, EXCEL, PPT
Qualifications

Minimum Typical Education
  • Graduate of any 4-year course
Minimum Typical Experience
  • At least 2 years relevant professional expertise
  • One to two years of customer service experience is preferred
Job Category:
Customer Service / Operations

Posting End Date:
29/11/2025

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