of client relationships — from client acquisition, onboarding and compliance to ongoing client servicing. It is preferable... requirements and internal policy standards. Maintain and update client data records, ensuring accuracy, confidentiality and proper...
in all aspects of Case Management, from quotation through policy issuance and ongoing servicing Coordinate with bankers, trustees... thorough records for each application Track and update progress on pending cases and active policy lists Deliver timely...
initiative also includes enhancing the voting policy screening, enabling investors and stewardship teams to efficiently triage... with the wider SI&S teams and JPMAM’s client servicing teams to ensure client reporting and client presentations meet...
in all interactions with Sun Life Insurance. Responsibilities Provide routine case management for New Business and Policy Servicing... manager on regular QA checking in new business and policy servicing requests (i.e. documentation for submission and approvals...
together with teams to provide good client support and servicing on responding customer issue. Achieve high customer... regarding our Privacy Policy Statement or this Personal Information Collection Statement, please contact our Customer Service...
Bank's policy, procedures and appetites. This is achieved through ensuring any potential financial crime red flags... presentations Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes...
Bank’s policy, procedures and appetites. This is achieved through ensuring any potential financial crime red flags... presentations Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes...
robust reporting capabilities. The initiative also includes enhancing the voting policy screening, enabling investors... engagement and voting, in collaboration with the wider SI&S teams and JPMAM’s client servicing teams to ensure client reporting...
Proactively build deeper engagement with key clients, understand and ensure delivery of their product and underwriting servicing... to product design, policy provisions, treaties, underwriting guidelines, initiatives, campaigns, and related requests in a timely...
Hong Kong Financial Services Limited is an Inter-Dealer Broker servicing institutional customers and top-tier investment... To report any breaches of policy to Compliance and/ or your supervisor as required To escalate risk events immediately...
Proactively build deeper engagement with key clients, understand and ensure delivery of their product and underwriting servicing... to product design, policy provisions, treaties, underwriting guidelines, initiatives, campaigns, and related requests in a timely...
of ownership and servicing mindset, excellent ability to work under pressure and independently with good time management... Strong foundation of writing expertise with extensive experience in proposal and policy writing Good command of spoken and written...
presentations for Management, Risk committees and Board meetings. Governance and Oversight Oversee governance, policy..., we have been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data...
robust reporting capabilities. The initiative also includes enhancing the voting policy screening, enabling investors... engagement and voting, in collaboration with the wider SI&S teams and JPMAM's client servicing teams to ensure client reporting...
. 4. Client Onboarding & Servicing Support: Assist the Sales Directors during the client onboarding process, liaising... of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means...
readiness Oversee integration of new products into operational workflows including claims handling and policy servicing...
collection, stores & inventories, counter servicing, filing, maintaining records, typing, photocopying and answering enquiries... data policies which is available in our website and obtainable upon request. Please refer to the Policy Statement...
to all clients / channels contacting the company by telephone and written correspondence regarding policy information, company... of solid work experience preferably in one or more discipline in life administration on customer service and policy...
addressing shifting or competing priorities. Strong sense of ownership and servicing mind‑set, proven ability to build... and spoken Chinese and English, knowledge of the Mandarin is a plus. Great sense of ownership and servicing mindset to ensure...