Total 17 financial planner job vacancies in Customer Service category in D09 Cairnhill, Orchard, River Valley

Job Scope:

• Provide financial advice and payment options to patients
• Assist with insurance claims and verification
• Manage financial records and patient documents
• Coordinate with medical staff for accurate billing info
• Address patient queries on medical bills or insurance coverage

Skills Needed:
Tech-savvy and able to use computer systems

Working Hours:
42-hour work week
11am - 8:30pm, flexible on weekdays/weekends

Salary:
$1700 - $3200/month (Depending on experience)

Additional Info:
No experience needed
Convertible to permanent role after 3 months

All qualified applicants, please click “ APPLY NOW”

Or you may send in your resume to:

Whatsapp: https://wa.me/+6597430026

Email : [email protected]

Kimmy Low Yi Ting (Kim) | CEI Registration Number: R23112122

Recruit Express Pte Ltd Company Reg. No. 199601303W | EA LICENCE Number: 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 Scope:

• Provide financial advice and payment options to patients
• Assist with insurance claims and verification
• Manage financial records and patient documents
• Coordinate with medical staff for accurate billing info
• Address patient queries on medical bills or insurance coverage

Skills Needed:
Tech-savvy and able to use computer systems

Working Hours:
42-hour work week
11am - 8:30pm, flexible on weekdays/weekends

Salary:
$1700 - $3200/month (Depending on experience)

Additional Info:
No experience needed
Convertible to permanent role after 3 months

All qualified applicants, please click “ APPLY NOW”

Or you may send in your resume to:

Whatsapp: https://wa.me/+6597430026

Email : [email protected]

Kimmy Low Yi Ting (Kim) | CEI Registration Number: R23112122

Recruit Express Pte Ltd Company Reg. No. 199601303W | EA LICENCE Number: 99C4599

Job Scope:

• Provide financial advice and payment options to patients
• Assist with insurance claims and verification
• Manage financial records and patient documents
• Coordinate with medical staff for accurate billing info
• Address patient queries on medical bills or insurance coverage

Skills Needed:
Tech-savvy and able to use computer systems

Working Hours:
42-hour work week
11am - 8:30pm, flexible on weekdays/weekends

Salary:
$1700 - $3200/month (Depending on experience)

Additional Info:
No experience needed
Convertible to permanent role after 3 months

All qualified applicants, please click “ APPLY NOW”

Or you may send in your resume to:

Whatsapp: https://wa.me/+6597430026

Email : [email protected]

Kimmy Low Yi Ting (Kim) | CEI Registration Number: R23112122

Recruit Express Pte Ltd Company Reg. No. 199601303W | EA LICENCE Number: 99C4599

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.

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

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 Scope

• Monthly analysis of non-costing / inventory related P/L variances (Actual vs. Budget and/or Latest Estimate Forecast).

• Prepare post month-end close analysis on statistical recharges and propose adjustments to adjust out from Other Cost of Sales to Operational Spending. Follow up on incorrect or unknown charges.

• Review intercompany Allocation In (GSC Freight Allocation) /Statistical recharges to ensure accuracy.

• Prepare/ submit Profit and Loss Review (MOS) reports on a quarterly basis.

• Business partner to cost centre owners (manager and directors in non-core departments including Site Leadership Team and Admin, EHS; Business Excellence; Site-HR and Finance) addressing ad-hoc queries / detailed Spending analysis;

• Subject Matter Expert for Jedox Planning and Forecast system (Operational Spending)

• Closely monitor other key B/S accruals - Non-two-way match PO accruals (posted by local site finance) and Expatriate costs accruals on Global Mobility relocation costs, and others as needed.

• Lead continuous improvements for Budget; Forecast and Spending eg. Ariba two-way match PO accruals Optimisation (by developing formula and rules) and coordinate with GBS on accurate posting

• Improve the site awareness (financial literacy training) on Budgeting, Spending and Ariba (linked to two-way-match PO accruals) to improve overall Planning efficiency as well as accrual accuracy on operational spending.

• Annual MSA - MUV settlement to adjust out from Spending to utilise existing accruals

• Draft GIS requests for intercompany non-product billing, where applicable.

• internal audit (mainly on SAP PC control optimisations assigned on Financial Reporting excluding Quarterly Impairment Review and Outsourced Vendor); and

• external audit on Spending Variance and P&L (Actual vs. OP by total department) commentaries.

Requirements:

• Bachelor’s Degree in Accountancy or any similar field of studies
• Proactive attitude and people-oriented personality
• Self-motivated individual with excellent communication skills

How to apply:

Please send your resume to: [email protected]

We regret to inform that only shortlisted candidates will be notified.

Ashley Loo Yan Ni | R2095115 | EA License Number: 99C4599
Recruit Express Pte Ltd Company Reg. No. 199601303W

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 Description:

• Manage the day-to-day email communication with customers and distributions
• Provide quality customer service through reviewing, assessing and providing the response promptly
• Meet SLA of 90% email resolution within 5 working days
• Work with different business units to provide a one-stop solution to the customers
• Resolve feedback or issues raised by customers or sales representatives
• Assist in any other duties and projects as assigned

Requirements:

• 1-2 years of relevant experience

How to Apply:

Interested applicants, please email your resume to [email protected]

Kindly note that only shortlisted candidates will be contacted.

Zoey Chng Chu Xin

CEI No: R24125496

Recruit Express Pte Ltd

EA Licence No: 99C4599

• Manage daily customer email communications effectively
• Ensure 90% email resolution within timeframe
• Collaborate with teams for one-stop customer solutions
• Address customer feedback and resolve raised issues
• Support additional duties and assigned projects

Requirements:

• Minimum Diploma/Degree holder in any discipline with at least 3 years of experience in a Financial Institution and in a customer service role

Interested candidates please send in your resume to:

Yvonne Suan Ying Zhen

CEI No: R24122857

Email: [email protected]

EA License No: 99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified.

Job Scope:

• Preparation of annual budget package; overall (excluding product costing and product-driven variances) budget and quarterly forecast submission, and these includes presentation slides and clear analysis of key budget/forecast movements on Spending.
• Coordinate Monthly SMO Reporting (to PGS Corporate Finance) and prepare spending trend charts for the monthly finance deep dive review with SLT.
• Monthly analysis of non-costing / inventory related P/L variances (Actual vs. Budget and/or Latest Estimate Forecast).
• Prepare post month-end close analysis on statistical recharges and propose adjustments to adjust out from Other Cost of Sales to Operational Spending. Follow up on incorrect or unknown charges.
• Review intercompany Allocation In (GSC Freight Allocation) /Statistical recharges to ensure accuracy.
• Prepare/ submit Profit and Loss Review (MOS) reports on a quarterly basis.
• Business partner to cost centre owners (manager and directors in non-core departments including Site Leadership Team and Admin, EHS; Business Excellence; Site-HR and Finance) addressing ad-hoc queries / detailed Spending analysis;
• Subject Matter Expert for Jedox Planning and Forecast system (Operational Spending)
• Closely monitor other key B/S accruals - Non-two-way match PO accruals (posted by local site finance) and Expatriate costs accruals on Global Mobility relocation costs, and others as needed.
• Lead continuous improvements for Budget; Forecast and Spending eg. Ariba two-way match PO accruals Optimisation (by developing formula and rules) and coordinate with GBS on accurate posting
• Improve the site awareness (financial literacy training) on Budgeting, Spending and Ariba (linked to two-way-match PO accruals) to improve overall Planning efficiency as well as accrual accuracy on operational spending.
• Annual MSA - MUV settlement to adjust out from Spending to utilise existing accruals
• Draft GIS requests for intercompany non-product billing, where applicable.
• internal audit (mainly on SAP PC control optimisations assigned on Financial Reporting excluding Quarterly Impairment Review and Outsourced Vendor); and xternal audit on Spending Variance and P&L (Actual vs. OP by total department) commentaries.

Requirement:

• Relevant experience in MNC / SAP-accounting environment, with equivalent position held preferred.
• Strong Excel and Powerpoint skills.
• Good record in delivering tight deadlines.
• Meticulous and highly analytical.
• Strong knowledge of GAAP and internal controls.

If you are interested in exploring this role or other current openings in the market, kindly email me at [email protected] with your resume.

We regret to inform that only shortlisted candidates will be notified.

Ashley Loo Yan Ni | R2095115 | EA License Number: 99C4599

Recruit Express Pte Ltd Company Reg. No. 199601303W

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