Associate Client Service Manager

Empower Retirement; Philippines; On-site; PHP 300,000 - 480,000; Full time

Job summary

Empower Retirement in the Philippines is seeking an Associate Client Service Manager to handle incoming retirement plan inquiries from sponsors, advisors, and partners, ensuring accurate, timely responses and strong client relationships. You will coordinate with internal teams to resolve issues and support day-to-day operations while maintaining a high level of service.

You will educate clients on plan provisions and self-service resources, promote Plan Service Center usage, and ensure timely

Qualifications

• High school diploma or equivalent.
• 0–1 year of experience in financial services.
• Proficiency with Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Respond to incoming inquiries from plan sponsors, advisors, and third-party administrators.
• Maintain daily communications with clients and intermediaries to sustain strong relationships; address general and technical inquiries.
• Educate clients on plan provisions and functionality of the plan sponsor website and self-service resources.
• Promote self-service and education on the Plan Service Center site; promptly escalate issues as needed.
• Follow up on outstanding issues with internal teams and external clients to ensure timely resolutions.

Skills

Communication skills

Multi-tasking

Problem-solving

Education

High school diploma

Tools

Microsoft Office Suite

Job description

Associate Client Service Manager

Company : Empower Retirement Job Type : Full Time Philippines JobCopilot will tailor your resume and auto-fill the application

Job Description - Associate Client Service Manager

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.

The Associate Client Service Manager is responsible for answering incoming telephone inquiries regarding retirement plans from plan sponsors, advisors, partners, and third-party administrators. Accountable for daily support of our clients and intermediaries by responding timely and accurately to general and technical inquiries. Manage daily communications with internal and external parties to maintain strong client relationships; manage and coordinate inquiries and address issues within required timeframes.

• Proactively follow up on outstanding issues with internal functional areas as well as with external clients
• Handle issues related to: contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting and general inquiries
• Ensure issues are being resolved and clients are kept apprised of progress ensuring the highest level of client service and satisfaction
• Educate clients on plan provisions and functionality of plan sponsor website and EIVR
• Promptly handle escalated issues
• Promote self-service and education on the Plan Service Center site

What you will bring

• High school diploma
• 0 - 1 years’ experience in the financial services industry
• Knowledge of Microsoft Office Suite
• FINRA fingerprinting required upon hire

What will set you apart

• 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
• FINRA Series 6 permitted, but not required

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.