Associate Client Service Mgr

empower; Manila; On-site; PHP 30,000 - 40,000; Full time

Job summary

The Hispanic Alliance for Career Enhancement is seeking an Associate Client Service Manager in Manila, Philippines. In this role, you will support plan sponsors and maintain strong client relationships, resolving issues promptly and ensuring high levels of client satisfaction.

You need a High School Diploma and should have 0-1 year of experience in the financial services industry. Strong communication and problem-solving skills, along with Microsoft Office knowledge, will set you apart for this position.

Qualifications

• Knowledge of ERISA, DOL regulations related to retirement plans.
• 0-1 year experience in financial services industry.
• Strong written and verbal communication skills.

Responsibilities

• Follow up on outstanding issues with internal functional areas and external clients.
• Handle issues related to contributions, loans, and payroll support.
• Educate clients on plan provisions and website functionality.

Skills

Customer service

Communication skills

Problem-solving

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

The Associate Client Service Manager supports 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 you will do

• 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 highest level of client service and satisfaction
• Handle straightforward problems/issues and refers more complex issues to senior staff
• Educate clients on plan provisions and functionality of plan sponsor & participant websites and EIVR
• Promptly handle escalated issuesPromote self-service and education on the plan sponsor service center
• Assist with coordination of various client tasks for senior staff

What you will bring

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

What will set you apart

• Knowledge of Microsoft Office Suite
• Strong written and verbal communication skills
• Ability to multi-task, prioritize, and problem-solve effectively

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

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.