Associate, Client Support Services

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:

1. Ensures that the service level agreement for Client Support Services is met at all times for SLOCPI, SLFPI, SLAMC and SLGFI.

2. Verifies and processes the following in accordance with the policies and procedures set by Client Management:

orphan BM assigned

advisor change request (SRF)

3. Active-to-active transfer of servicing

4. Verifies and coordinates service fee adjustment with ACBU Monitors and releases policy update advise within agreed turn-around-time

5. Reviews and releases policy summary within agreed turn-around-time

6. Handling of pouch (hard copy of forms) submitted at CSC, including encoding for monitoring

7. Handling of Salesforce activities related to advisor change requests

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

9. Assists in processing transactions for other Client Support Services unit as may be required.

Job Category:

Customer Service / Operations

Posting End Date:

28/04/2026