Analyst Fund & Fee Change

Empower LLC; Manila, Hinoba-an; On-site; PHP 600,000 - 950,000; Full time

Job summary

Empower LLC in Manila, Philippines, seeks an experienced professional to serve as the first point of contact for internal partners on plan-initiated fund and fee changes. Working under minimal supervision, you will handle complex inquiries and contribute to the development and execution of company objectives.

The role requires a 4-year degree, FINRA fingerprinting, and 3–4 years of financial services experience, with excellent written and verbal communication, attention to detail, and the

Qualifications

• 4-year degree or equivalent experience.
• FINRA fingerprinting required.
• 3-4 years of financial services experience.
• Demonstrated quality customer services skills.
• Attention to detail and strong written and verbal communication.

Responsibilities

• Act as first line of contact for internal lines of business regarding plan-initiated fund and fee changes.
• Handle complex inquiries and problem resolution.
• Participate in projects impacting fund and fee change processes.
• Training others and providing guidance to team members.

Skills

Customer Service

Attention to detail

Verbal communication

Problem solving

Multi-tasking

Education

Bachelor's degree or equivalent

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Under minimal supervision, serves as the first line of contact for internal partners regarding plan-initiated fund and fee change requests. Handles complex inquiries and problem resolution. Has solid expertise/ knowledge/ skills to contribute to development and execution of company objectives.

ESSENTIAL FUNCTIONS:

Position requires that individual has exceeded required metrics in both team productivity and quality goals. Acts as first line of contact for all internal lines of business-including internal and external Relationship Managers, Client Service Managers, Trading, Communication Strategists and managers regarding plan-initiated fund and fee changes. Participate in projects that impact the fund and fee change organization-internal and external. Support technology enhancements-act as a Subject Matter Expert (SME) for providing requirements, performing testing, and implementation of the enhancement. Responsible for taking a leadership role on the team-includes training others, and providing guidance, determining methods and procedures. Provides prompt, thorough and professional responses to inquiries around team processes and procedures. Handles escalated issues as needed. Strong knowledge of standard processes and issue resolution. Demonstrates high level of autonomy and degree of decision making, escalating high impact decisions to management while using general instructions to perform assigned tasks. Interacts with a wide audience, including senior leadeRs and front-line staff, as well as special projects teams, vendors, and other internal and external outside entities.

QUALIFICATIONS:

4-year degree or equivalent experience. FINRA fingerprinting required. 3-4 Years of financial services experience. Demonstrated quality customer services skills. Attention to detail Superior written and verbal communication skills. Ability to facilitate the research and resolution of problems. Multi-tasking ability, superior customer service skills and communication skills. Positively embraces change and takes initiative; not afraid to look deeper or think outside of the box.

This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets. While performing the duties of this job, the employee is regularly required to concentrate, talk and hear. This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerate stress. Many duties will be done while sitting at a desk and working on a computer.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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Remote and Hybrid Positions

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection.

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