Total 19 financial planner job vacancies in Customer Service category in d09 cairnhill orchard river valley

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

As a Manager/ Executive Manager (Decision Support & Financial Analysis Department) in the Finance Division, you will be a Strategic Business Partner to divisions to provide valued-added financial advisory support.

You will be responsible for the following:

• Evaluate strategic projects in terms of project costing, review of assumptions and methodologies and recommendation of appropriate funding sources

• Assess financial feasibility of projects through financial modelling

• Perform financial evaluation of audited financial statements of tenderers

• Analyse divisions’ monthly financial performances

• Evaluate divisions’ operating/development budget requirements

• Monitor budget utilisation of departments

• Conduct sessions on financial performances, budget utilisation and any finance related issues with divisions

• Provide financial advisory support to divisions and offer guidance to aid decision making

• Provide support for ad-hoc projects and assignments

The job might be for you if you possess the following qualities:

• Degree in Accountancy or Finance or Business; ACCA

• Chartered Accountant would have an added advantage

• 3-5 years of relevant working experience financial advisory roles

• Strong analytical skills, with strategic thinking

• Strong financial modelling and Microsoft excel skills

• Pro-active, positive, assertive and willing to accept challenges

• Excellent interpersonal skills with ability to maintain relationships at all levels in the organization

• Able to keep abreast of fast-paced changes and developments

• Able to multi-task and work under pressure

• Team player with good written, communication and presentation skills

• You will be working in a fast-paced and highly volatile environment that would require the ability to manage multiple priorities and stakeholders at the same time

Applicants will be updated on the status of their applications within 4 weeks of the closing date of this job posting.

• Manage order receipts efficiently, prioritizing timely order processing and good customer interactions and relationships.
• Supports the order to cash process with excellence in order processing.
• Registers and processes customer orders in the system received via, electronic mail, phone or through other contact with the customer.
• Ensures order processing is handled correct and in full and is transferred to the transporters (logistics). Raises issues in delivery and/or invoices process with Supervisor.
• Acts as first level contact with customer for answers to questions and in attempting to resolve complaints.
• Completes registering / filing / archiving of customer service-related documentation.
• Assures cooperation between customer service regarding administration of customers’ orders.
• Providing ad-hoc general administrative support when assigned.
• Prepare and issue POs to suppliers on a timely basis
• Performed goods received and follow up on incoming discrepancies with supplier in accordance with the issued POs
• Coordinate with third-party logistics (3PL) providers for daily stock movements.
• Manage inventory levels, review purchase order backlogs and reconcile against supplier open PO .
• Ensure timely delivery of goods to meet customer shipment demands.
• Oversee forecast accuracy and evaluate safety stock needs

*Interested applicants may email resume to [email protected]

Cheryl Lee Shi Le (CEI Registration No: R1434624)
Recruit Express Pte Ltd (EA: 99C4599)
*

• Manage order receipts efficiently, prioritizing timely order processing and good customer interactions and relationships.
• Supports the order to cash process with excellence in order processing.
• Registers and processes customer orders in the system received via, electronic mail, phone or through other contact with the customer.
• Ensures order processing is handled correct and in full and is transferred to the transporters (logistics). Raises issues in delivery and/or invoices process with Supervisor.
• Acts as first level contact with customer for answers to questions and in attempting to resolve complaints.
• Completes registering / filing / archiving of customer service-related documentation.
• Assures cooperation between customer service regarding administration of customers’ orders.
• Providing ad-hoc general administrative support when assigned.
• Prepare and issue POs to suppliers on a timely basis
• Performed goods received and follow up on incoming discrepancies with supplier in accordance with the issued POs
• Coordinate with third-party logistics (3PL) providers for daily stock movements.
• Manage inventory levels, review purchase order backlogs and reconcile against supplier open PO .
• Ensure timely delivery of goods to meet customer shipment demands.
• Oversee forecast accuracy and evaluate safety stock needs

*Interested applicants may email resume to [email protected]

Cheryl Lee Shi Le (CEI Registration No: R1434624)
Recruit Express Pte Ltd (EA: 99C4599)
*

Job description:

• Answer customer enquiries received via hotline
• Resolve investors’ written queries through multi-channel customers’ platform, including emails and live chat
• Resolve or manage escalation matters
• Be an advocate for digitalization to educate & guide the investors to self-serve options to facilitate the transactions or service functionalities
• Liaise with other units to provide appropriate or customize solutions to these value clients
• Complete ad-hoc assignments as required

Working Hours: Mon to Fri (9am - 6pm). Will be based at either Tanjong Pagar office or Buona Vista Office

Able to commit to above duration. Salary is fixed at $2200 (for full month of service and will be prorated downwards based on work days committed). Interview Arrangement: Phone Interview.

To apply, please email your resume in MS Word format to [email protected] indicating in your CV the following information:

Expected Salary:
Notice Required:
Reason for Leaving:

Only shortlisted candidates will be notified.

Jackie Ng May Ying (R1104602)

Recruit Express Pte Ltd

EA No: 99C4599

Jobs Responsibilities

• Provide quality support for incoming enquiries
• Assist clients with their log in and online portal navigation issues
• Liaise with other departments to troubleshoot and resolve client issues where applicable
• Take ownership of client issues and follow through to resolution
• Perform outreach to clients for clarification or assist them with their requests
• Other ad hoc duties as necessary

Job Requirements

• Prior customer service/call centre experience preferred
• Able to start work immediately

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

• Make outbound calls to customers to provide product updates and information by following prescribed script and FAQ
• Engage with customers in a professional and courteous manner, actively listening to their needs and concerns
• Understand customers' needs and provide quick, accurate and satisfactory answers to their queries and concerns
• Ensure proper documentation, notification, escalation, tracking and follow up of all interactions with customers
• Gather customer feedback and sentiments and escalate to the Team Leader for further actions
• Maintains and improves service level quality by adhering to standards and guidelines
• Handle ad hoc duties as required

Job Requirements

• Prior call centre experience required

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)

Jobs Responsibilities

• Assist walk-in clients on account opening enquires/issues
• To make follow-up calls/emails to clients on verification, personal details update requests, compliance related matters
• Process Corporate Account Opening documents
• Support Live Chat enquiries
• Ad-hoc duties may be assigned when required

Job Requirements

• Min. 1 year of work experience in financial services industry

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)

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

The Opportunity

• Adecco is partnering with a globally technology services company to search for a Service Parts Planner
• Focus: Inventory Management, Spart Parts Service, Order Management and Forecasting
• Office location: Singapore, West
• 5 -days work (Monday -Friday) Office Hours

The Talent

• Min Diploma preferably in Supply chain management
• 2 – 3 years of relevant experience – Inventory Management
• Proficient in Excel and strong Analytical Skills
• Knowledge in SAP or ERP or Oracle software

The Job

The Service Parts Planner is responsible for monitoring parts activity and maintaining the appropriate inventory levels to achieve a high level of order fulfillment without creating unnecessary surplus

• Exhibit discretion and judgement when maintaining inventory levels for Service parts
• Perform Analysis on Parts Back Order analysis and be resourceful to search for alternate sources for parts if required
• Provide support and liaise with service partner to ensure Service Partners are able to procure parts for repair
• Manage RMA returns for defective parts.
• Adjust and maintain Sold-to Pricing of Parts in system according to internal cost fluctuation.
• Handles return from Service Partners for Non-Moving Parts as per guidelines
• Any other ad hoc duties required by the manager

Next Step

• We could contact you in the soonest time if you directly send your resume to: [email protected]
• Email Topic: Apply: Service Parts Planner
• We regret to inform that only shortlisted candidates will be contacted

Ling Kai Hoe

EA Licence Number: 91C2918

Personnel Registration Number: R22106166