Associate Client Service Mgr

Empower Retirement; Philippines; On-site; PHP 300,000 - 420,000; Full time

Job summary

Empower Retirement in the Philippines is seeking an Associate Client Service Manager to support plan sponsors, advisors, partners, and administrators. You will manage daily communications to uphold strong client relationships and coordinate inquiries within required timeframes.

The role requires a High School Diploma and 0–1 year of experience in financial services, plus knowledge of ERISA, DOL, and IRS regulations related to retirement plans.

Qualifications

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

Responsibilities

• Proactively follow up on outstanding issues with internal and 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 & participants websites and EIVR
• Promptly handle escalated issues
• Promote self-service and education on the plan sponsor service center
• Assist with coordination of various client tasks for senior staff

Job description

Associate Client Service Mgr

Company : Empower Retirement
Job Type : Full Time Philippines

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 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 & participants websites and EIVR
• Promptly handle escalated issues
• Promote 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.