Assoc Client Service Mgr

Empower; Manila; On-site; PHP 223,200 - 334,800; Full time

Job summary

Hispanic Alliance for Career Enhancement in Manila is seeking a candidate to serve as the operational contact for client support within the financial services industry. The successful candidate will manage communications with clients, ensure issues are resolved, and educate clients on plan functionalities. Required qualifications include a High School Diploma and strong communication skills. This position allows growth within a flexible work environment that encourages diversity and community involvement.

Qualifications

• 0-1 year experience in financial services industry.
• Knowledge of ERISA, DOL and IRS regulations related to retirement plans.

Responsibilities

• Manage daily communications with internal and external parties.
• Educate clients on plan provisions and functionalities.
• Proactively follow up on outstanding issues.

Skills

Strong written and verbal communication skills

Ability to multi-task

Problem-solving skills

Education

High School Diploma

Tools

Microsoft Office Suite

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.

Serves as the operational contact, representing Empower providing support to plan sponsors, advisors, partners and third-party administrators. Accountable for overall delivery of service to our clients. Manages daily communications with internal and external parties to maintain strong client relationships; manages and coordinates inquiries and addresses issues within required timeframes.

What will you do:

• Proactively follows up on outstanding issues with internal functional areas as well as with external clients.
• Typically handles issues related to: contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting and general inquiries.
• Ensures issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction.
• Typically handles straightforward problems/issues and refers more complex issues to senior staff.
• Educates clients on plan provisions and functionality of plan sponsor & participant websites and EIVR.
• Promptly handles escalated issues.
• Promotes self-service and education on the plan sponsor service center.
• Assist with coordination of various client tasks for senior staff.

What will you bring:

• High School Diploma
• 0-1-year experience in financial services industry.
• Knowledge of Microsoft Office Suite
• Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans.
• Strong written and verbal communication skills
• Ability to multi-task, prioritize, and problem-solve effectively.

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.