Total 22 Senior Executive financial planner job vacancies in Customer Service category in Singapore

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

Job Responsibilities:

· Providing support to a team of investment heads + adhoc team admin/travel support

· Coordinating of travel arrangements, booking of flights and hotels

· Managing of calendars , visa application and minutes taking

· Handling of access cards, business correspondence, confidential documents and license applications

· Provide of admin support to other senior management executives

· Assist with presentation slides, compliance documents and daily/monthly reports

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· Minimum 5 years of relevant experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to [email protected]

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

Jobs Responsibilities

• To assist client on login issue
• Attend to inbound calls
• Require to do outbound calls when needed
• Advise on the necessary forms to complete
• Resolve client’s queries, handle complaints if needed

Job Requirements

• Min. 1-2 years of customer service experience

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

Jobs Responsibilities

• To assist client on login issue
• Attend to inbound calls
• Require to do outbound calls when needed
• Advise on the necessary forms to complete
• Resolve client’s queries, handle complaints if needed

Job Requirements

• Min. 1-2 years of customer service experience

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

Key Responsibilities

Reporting to Finance Controller, the key responsibilities will be for operations financial reporting, planning and analysis in terms of Opex, Inventory and Capex. The position will develop and implement financial planning and control, perform financial analysis to determine present and future financial performance, prepare management reports and liaising with internal and external parties for any financial related matters.

Financial Planning & Analysis:

• Analyze OPEX trends and manage financial planning and forecasting for allocated region/markets.
• Ensure accurate and timely financial closing and reporting activities.
• Monitor Capex investments and validate business cases.
• Conduct inventory analysis, projections, and Excess & Obsolescence (E&O) reporting.

Accounting:

• Conduct annual standard cost revaluation and Cost Roll activities for intercompany inventory.
• Manage product costing and ensure accurate pricing setup in SAP.
• Validate stock loss or adjustments from Operations and ensure proper SAP entries.
• Participate in cycle counts and stock takes, ensuring accurate and documented reports for Corporate Finance and auditors.

Essential Skills & Experience

• Degree or CA / CPA / ACCA/ CIMA or equivalent with 7 years of working experience, of which 3+ years’ experience in FP&A.
• Proficient in SAP and Oracle Hyperion is a must
• Strong excel still with knowledge in Power BI, Power Query is a plus
• Able to meet tight deadlines for financial reporting, quarterly forecast and annual budgeting
• Willing to take initiative and can-do attitude, curious for know-how.
• Working experience in manufacturing, FMCG, consumer goods, logistics/distribution an environment added advantage

Note:

• US MNC
• Central Location
• We regret that only shortlisted candidate will be notified.

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

Job title: Roadshow Customer Acquisition Executive (Roadshow islandwide/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting sales of Credit Cards to client based on their needs
• Self-Motivated and independent
• Willing to learn and achieve their monthly target
• Sales driven
• No experience needed (training provided)
• Immediate vacancies
• Others

Minimum Qualification

• Minimum GCE “N” with 3 passed including Math

Additional info

• 5 to 6 working days (Including weekend and public holiday)
• Retail working hours
• $2500 + high commission

Selected candidate will be assigned to location booth to promote credit card services.

Position open to locals and E-Pass holders.

Job title: Branch Customer Acquisition Executive (Station at bank/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting services to client based on their needs and requirement
• Self-Motivated and independent
• Follow up with customers regarding their application
• Meeting sales target set by company
• Acquiring sales compliantly with honesty and integrity
• Others

Requirements

• Require hunter skills
• You have unparalleled drive and verbal communication skills
• You persevere through rejection with ease
• Maintain a beginner’s mindset (hungry to learn)

Minimum Qualification

• “N” Level with 5 Credits Pass including Math

Additional info

• 6 working days
• Bank branches operating hours.
• Need to work on Sunday/ PH according to work schedule
• $2100 + high incentive

Selected candidate will be assigned and station at Bank Branches promoting our company services.

Position open to locals only.

Job Highlights

• Friendly and positive working environment & work life balance
• Good Location Stations- CBD area and nearly MRT
• Genuine Career Growth & Competitive Medical Benefits
• Immediate Hiring and Full-time permanent job role
• NO OVERTIME AND NIGHT SHIFT

Job Description

Responsibilities

• Responsible for the aspects of the day-to-day operations of the e-commerce platform including but not limited to user experience, order fulfillment, customer service.
• Listening to clients’ concerns and handling complaints and returns
• Consolidate clients' feedback such as technical issues or any other requests then report to the relevant department accordingly.
• Keep track of clients’ membership status, order status and prepare agreements/ contracts.
• Manage and consolidate clients’ profiles, reports, orders and other required information.
• Provide professional service and advice to achieve customer satisfaction throughout the whole transaction.
• Notify clients of any change of policy.
• Keep clients updated on the latest promotion, latest services, latest features, etc.
• Explore and experiment with new digital features of the company’s new E-commerce platform.

Requirements:

• Ability to speak Mandarin to handle our Chinese-speaking customers
• Analytical, data-driven person with strong problem-solving skills.
• Have prior experience running online marketplaces
• Ability to work in a team setting
• Proactive and able to learn new knowledge.
• GCE A level or above with 1 years of experience in customer service
• fresh grade also welcome and

Additional Information:

Working hour: Mon-Fri (9 am-6 pm / office)

Every alternative Saturday 09:00-13:00( WFH) , Only require you to be at work on Saturdays if necessary.

Working Location:

• Orchard MRT

Salary Range:

Negotiable based on candidates' actual working experience.

Kindly indicate your availability for work commencement, the reason for leaving, expected salary, Birthday etc.

We regret that only shortlisted applicants will be notified.

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

You will provide inpatient financial counselling to patients and their next-of-kin involving patient consent and authorization, estimated bills, healthcare financing and assistance schemes, payment options and payment collection. You will attend to financial counselling enquiries and follow through timely case closures. Other responsibilities include computation of statistical information, checking of document completeness, maintaining secured document keeping, participating in quality improvement projects, and providing administrative support to the department.

Requirements:

• Diploma, preferably with at least 1 year of relevant experience
• Good team player with strong interpersonal and communication skills
• Highly motivated, independent and adaptable to change
• Customer-oriented and meticulous with a flair for numbers

Job title: Branch Customer Acquisition Executive (Station at bank/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting services to client based on their needs and requirement
• Self-Motivated and independent
• Follow up with customers regarding their application
• Meeting sales target set by company
• Acquiring sales compliantly with honesty and integrity
• Others

Requirements

• Require hunter skills
• You have unparalleled drive and verbal communication skills
• You persevere through rejection with ease
• Maintain a beginner’s mindset (hungry to learn)

Minimum Qualification

• “N” Level with 5 Credits Pass including Math

Additional info

• 6 working days
• Bank branches operating hours.
• Need to work on Sunday/ PH according to work schedule
• $2100 + high incentive

Selected candidate will be assigned and station at Bank Branches promoting our company services.

Position open to locals only.

Job title: Roadshow Customer Acquisition Executive (Roadshow islandwide/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting sales of Credit Cards to client based on their needs
• Self-Motivated and independent
• Willing to learn and achieve their monthly target
• Sales driven
• No experience needed (training provided)
• Immediate vacancies
• Others

Minimum Qualification

• Minimum GCE “N” with 3 passed including Math

Additional info

• 5 to 6 working days (Including weekend and public holiday)
• Retail working hours
• $2500 + high commission

Selected candidate will be assigned to location booth to promote credit card services.

Position open to locals and E-Pass holders.

Salary: up to $4500 + 1m completion bonus

Job Duration: 1 year contract

Working Days & Hours: Mon to Fri 8.30am - 6pm

Location: Raffles Place

Job Description:

Manning the service hotline/email enquiries and service counter (office hours) for direct clients and financial advisors’ enquiries

Key Responsibilities

•Handle emails and phone calls enquiries such as account opening and general account / transaction-related enquires / issues

•Deliver excellent customer service, provide prompt and accurate advice to clients/advisors with the aim of achieving first call resolution

•To make following up calls/emails to customers/advisors on account opening applications /Transfer requests/3rd party payment

•Call verification to update client details, form amendments and reset password for accounts etc.

•Other ad-hoc admin and follow-up tasks assigned

•Attend to walk-in customer at our customer service centre

•Work closely with various departments and other CS team members

Job Requirements: Min Diploma/Degree in Business or similar with relevant customer service experience, preferably in financial institutions

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

COMPANY DESCRIPTION

A leading general insurer with a local presence of over 100 years, MSIG Singapore offers an extensive range of insurance solutions for commercial and personal risk protection, enabling the security and safety of individuals and businesses. MSIG Singapore holds an A+/Stable financial rating by Standard & Poor's.

A testament to its growing strength and influence, MSIG Singapore has garnered numerous awards for delivering digitally innovative and customer-centric solutions. In 2023, 2022 and 2020, MSIG Singapore was awarded Insurance Asia Awards' Claims Initiative of the Year.

MSIG is a subsidiary of Mitsui Sumitomo Insurance Co., Ltd, and a member of the MS&AD Insurance Group one of the largest general insurance groups in the world with presence in 50 countries and regions globally, 18 of which are in Asia Pacific including all ASEAN markets as well as in Australia, New Zealand, China, Hong Kong, Taiwan, South Korea and India. Headquartered in Japan, MS&AD is amongst the top non-life insurance groups in the world based on gross revenue.

RESPONSIBILITIES

• Support the operation of Financial Lines Department to help achieve the planned objectives of the company.
• Support in product and distribution platform development and enhancements of Financial Lines products including Cyber Insurance, by providing user requirements, coordinating with internal and external stakeholders and testing
• Support the handling of underwriting referrals for complex risks referred by Business Units
• Support business development and renewal activities of Financial Lines including quotations, risk acceptance and business inception
• Develop and maintain the workflow and administration of financial lines business activities
• Generate and maintain management reports as may be assigned
• Undertake any other duties as may be assigned

• Tertiary education preferred
• General Insurance certifications

• At least 3 to 5 years relevant underwriting experience in an equivalent position
• Sound underwriting knowledge of various classes of financial lines insurance
• Microsoft Office Moderate to Excellent knowledge of Excel, Word, Powerpoint
• Knowledge of insurance systems and processes

Job title: Roadshow Customer Acquisition Executive (Roadshow islandwide/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting sales of Credit Cards to client based on their needs
• Self-Motivated and independent
• Willing to learn and achieve their monthly target
• Sales driven
• No experience needed (training provided)
• Immediate vacancies
• Others

Minimum Qualification

• Minimum GCE “N” with 3 passed including Math

Additional info

• 5 to 6 working days (Including weekend and public holiday)
• Retail working hours
• $2500 + high commission

Selected candidate will be assigned to location booth to promote credit card services.

Position open to locals and E-Pass holders.

Job title: Branch Customer Acquisition Executive (Station at bank/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting services to client based on their needs and requirement
• Self-Motivated and independent
• Follow up with customers regarding their application
• Meeting sales target set by company
• Acquiring sales compliantly with honesty and integrity
• Others

Requirements

• Require hunter skills
• You have unparalleled drive and verbal communication skills
• You persevere through rejection with ease
• Maintain a beginner’s mindset (hungry to learn)

Minimum Qualification

• “N” Level with 5 Credits Pass including Math

Additional info

• 6 working days
• Bank branches operating hours.
• Need to work on Sunday/ PH according to work schedule
• $2100 + high incentive

Selected candidate will be assigned and station at Bank Branches promoting our company services.

Position open to locals only.

Unit Trust Platform Operations

1. Run GYC Risk Matrix, extract fund price and exchange rate

2. Process unit trust trades

3. Run daily holdings and transactions for uploading onto investment platform

4. Prepare payments in DBS Ideal system

5. Generate invoices for financial advisory fees, third party charges, CPF wrap fees

6. Prepare trailer fees

7. Update ledger for DBS Nominees Account

8. Generate and send monthly statement to investment clients

9. Prepare Giro collection for monthly RSP subscription

10. Prepare wrap fees collection for Cash (GYC) and CPF investments

11. Update prospectus, product highlight sheet, annual report onto investment portal

12. Prepare email list for weekly article

Backroom Operations

1. Process daily submission including check documents, data entry, scanning, email duly completed documents to clients

2. Send welcome email to clients

3. Daily AML screening

4. Send premium notices to clients, and follow up with clients

5. Forward notification received from insurers to advisers

6. Update CPD hours record

7. Life insurance commission data entry

8. Liaise with insurers, clients and advisers on outstanding matters

9. Attend to walk-in clients

10. Answering incoming calls and forwarding to relevant departments

11. Responsible for general cleanliness of the front office

DIMA (Stocks)

1. Update PC client ledgers, fund flow, securities schedule, monthly AI info

2. Generate monthly DIMA statement

3. Generate portfolio management fees invoices for DIMA clients

4. Generate invoice for stocks transaction

Requirement

· Highly proficient in Excel

· Detailed and meticulous

· Good administrative skill

· Able to work independently

· Good team player

· Good in spoken and written English

· Remuneration commensurate with experience; range: $2,500 to $3,000