Your Role
- Provide excellent administration service to all internal departments, intermediaries and clients
- Review client documentation and validate completeness and risk assessment
- Process new insurance applications and policy services including due diligence checks (ie. name screening, public domain searches, AML/ KYC and remediation to understand customer’s Source of Wealth (SOW) journey and corroboration
- Perform data entry of insurance applications and other post sales transactions
- Work with custodian banks on account openings and related account matters
- Manning Customer Service mailbox and respond to all types of correspondence (e.g. faxes, letters and emails), including compliant correspondence and resolutions
- Handle enquires on products and services from all internal departments, intermediaries and clients
- Preparation of management reports
- Assist in special projects where necessary and any other administrative tasks
Customer Service Executive employer: SWISS LIFE (SINGAPORE) PTE. LTD.
As a Finance & Risk Manager in our Singapore office, you will thrive in a dynamic work culture that prioritises innovation and collaboration. We offer competitive benefits, including professional development opportunities and a supportive environment that encourages growth and improvement in financial processes. Join us to be part of a team that values your contributions and fosters a meaningful career path in the finance sector.
Contact Details:
SWISS LIFE (SINGAPORE) PTE. LTD. Recruitment Team
