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The Analyst in Customer Service Operations provides efficient service to policyholders, handling complex cases, ensuring compliance, and maintaining accuracy in information capture while supporting team managers.

The Insurance Analyst role involves providing customer service, ensuring accuracy, maintaining compliance, implementing process improvements, and handling customer queries across various servicing activities.

As an Adviser Services Consultant, you will engage with clients to promote financial advice and provide support through calls. Building rapport and identifying client needs are key responsibilities.

Support the origination and execution of bulk annuities and de-risking opportunities, engaging stakeholders and managing relationships for successful transactions.

The AVP oversees client reporting, drives automation, fosters team development, and ensures compliance while enhancing reporting processes and stakeholder engagement.

Lead the Fund Master function within Investment Data Services, ensuring high-quality fund data management and governance while driving automation and analysis.

The Manager - Client Reporting will oversee client reporting processes, ensuring quality delivery and compliance, while driving improvements and mentoring team members in investment services.

Manage Fund Master roles, ensuring compliant fund data management, governance, and reconciliation in Investment Operations. Oversee fund data operations and support regulatory submissions, liaising with stakeholders.

Manage investment data services by overseeing data quality, lifecycle management, and compliance while leading a team and driving improvements.

Lead a finance team responsible for performance analysis and improvement. Analyze data, drive transformation, and ensure stakeholder engagement to optimize financial outcomes and efficiencies.