401(k) Client Services Lead — Flexible Career Path

Empower LLC; Manila; Hybrid; PHP 446,000 - 725,000; Full time

Job summary

Empower LLC Manila is seeking a Client Service Manager to serve as the primary operational contact for a portfolio of 401(k) retirement plans. You will manage day-to-day client communications, coordinate plan administration, and lead meetings with sponsors, advisors, and TPAs to deliver a high level of service.

The role requires an Associate’s degree, 3+ years in financial services, knowledge of ERISA and IRS regulations, and strong written and verbal communication.

Qualifications

• Associate’s degree, preferably in Business, Finance, or related field.
• 3+ years of experience in the financial services industry.
• Knowledge of 401(k) retirement plans and retirement plan administration.
• Knowledge of ERISA, U.S. Department of Labor (DOL), and applicable Internal Revenue Service (IRS) regulations related to retirement plans.
• Proficiency with Microsoft Office Suite.
• Strong written and verbal communication and presentation skills.
• Ability to manage multiple priorities, organize work effectively, and solve problems in a client-service environment.

Responsibilities

• Serve as the primary operational contact for an assigned portfolio of 401(k) retirement plans, supporting plan sponsors, advisors, partners, and third-party administrators (TPAs).
• Manage day-to-day client communications and coordinate plan administration activities to maintain strong client relationships and deliver a high level of service.
• Lead client meetings and conference calls, track plan issues and action items, and coordinate timely resolution with internal and external stakeholders.
• Proactively follow up on outstanding plan administration matters, including plan setup, plan documents, contributions, loans, distributions, enrollment, plan changes, product changes, investment fund additions and eliminations, plan amendments, statement reviews, banking and payroll changes, forms, payroll support, and pricing changes or recoveries.
• Communicate essential recordkeeping information throughout the plan year, including compliance testing results, plan amendment requests, plan design considerations, regulatory changes, product enhancements, and website functionality.
• Monitor escalated issues through resolution and keep clients informed of status, next steps, and outcomes.
• Coordinate the development and delivery of custom or specialized client reporting.
• Resolve escalated client and plan issues by partnering with internal teams, including operations, legal, compliance, systems, financial control, and technical support.
• Participate in and coordinate client meetings and conference calls to provide consultation, answer questions, and facilitate issue resolution.

Skills

Client service

Communication

Microsoft Office

Education

Associate degree

Tools

Microsoft Office Suite

Job description

Empower LLC Manila is seeking a Client Service Manager to serve as the primary operational contact for a portfolio of 401(k) retirement plans. You will manage day-to-day client communications, coordinate plan administration, and lead meetings with sponsors, advisors, and TPAs to deliver a high level of service.

The role requires an Associate’s degree, 3+ years in financial services, knowledge of ERISA and IRS regulations, and strong written and verbal communication.