Associate 2, Client Management (CMG)

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:

> Ensures that the service level agreement for Client Information Management is met at all times for SLOCPI, SLFPI, SLAMC and SLGFI.

> Processes the following in accordance with the policies and procedures set by Client Management:

- Change in address and contact information

- Enrolment to E-Notice and E-OR services

- Client consolidation

- Changes/updates based on autosys report

- FATCA update

> Ensures confirmation letters are released accurately and in a timely manner Works with the Manager on the improvement of guidelines, processes, and procedures

> Provides timely and accurate replies to email/phone inquiries from other units/departments/advisors and clients.

> Assists in processing other CMG transactions as may be assigned.

Handling of other tasks as may be assigned

> Clean-up activities

> Email handling

> Checking/logging of requests received via internal mail (pouch)

> Printing, transmittal preparation, logging and releasing of confirmation letters

> Others that may be identified

Preferred skills

• Knowledge in Excel, Word, PPT
• Knowledge in Ingenium, Workflow Management System, Salesforce, PRISM is preferred

Qualifications

• Flexible
• Willing to go the extra mile as needed
• Result driven
• Communicates effectively within the team, relating openly and comfortably with diverse groups of people
• Contributes to positive morale and a sense of team spirit.  Listens openly and learns from others who have different perspectives, backgrounds and/or styles.
• Preferably with insurance background / experience
• Graduate of a 4 year Business course.

Job Category:

Posting End Date: