Client & Partner Support Specialist

Empower Enterprise Philippines, Inc.; Manila; A distancia; PHP 360.000 - 480.000; Jornada completa

Descripción de la vacante

Empower Enterprise Philippines, Inc. is seeking a Client & Partner Support Specialist to provide high-quality service coverage for advisors, partners, and plan sponsors.

This role emphasizes client satisfaction, partner retention, and accuracy in a high-volume financial services environment. The position involves remote or home/office settings with strong communication, organization, and problem-solving skills to manage inquiries, enrollments, and payroll support while ensuring compliance with

Formación

• Education: Bachelor’s degree preferred; high school diploma required.
• FINRA Fingerprinting Required.
• 1–3 years of experience in financial services, client service, or relationship management preferred.
• Beginner to intermediate understanding of retirement plan documentation, investments, and related regulatory requirements (ERISA, DOL, IRS).
• Familiarity with plan sponsor and participant tools, reporting systems, and operational workflows.
• Excellent verbal and written communication with the ability to explain complex financial concepts clearly.
• Strong organizational, multitasking, and problem-solving skills.
• High attention to detail and commitment to accuracy.

Responsabilidades

• Contribute and oversee team and cross-functional bulk tasks to improve service consistency and partner engagement.
• Proactively follow up on outstanding tasks and inform stakeholders of progress with clear communication.
• Build proficiency and self-reliance over time, handling increased complexity in a high-volume environment.
• Investigate and resolve issues by collaborating with internal teams for timely, accurate outcomes.
• Manage operational and administrative requests including contributions, loans, distributions, enrollments, payroll support, compliance, audits, and reporting inquiries.
• Identify process improvements to enhance client experience and operational effectiveness.

Educación

Bachelor’s degree in business or related field

High school diploma

Excellent verbal and written communication

Microsoft Office Suite

Herramientas

Microsoft Office Suite

Descripción del empleo

Vision and Culture

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.

Client & Partner Support Specialist Overview

The Client & Partner Support Specialist is responsible for providing high-quality service coverage and support for advisors, partners, and plan sponsors ensuring continuity of service during absences, transitions, or vacancies in the Core Market Segment. (typically plans under $35 million). This role provides operational support while emphasizing client satisfaction, partner retention, and operational accuracy and promoting proactive communication and collaborative problem-solving.

Essential Functions

• Contribute and oversee both team and cross-functional bulk tasks, leveraging insights and feedback to improve service consistency and partner engagement.
• Proactively follow up on outstanding tasks and ensure stakeholders are kept informed of progress through clear, professional communication.
• Build proficiency and self-reliance over time, handling increased complexity and demonstrating sound judgment in a high-volume environment.
• Investigate and resolve issues by collaborating with internal teams, ensuring timely, accurate, and client-focused outcomes.
• Manage operational and administrative requests, including contributions, loans, distributions, enrollments, payroll support, compliance, audits, and reporting inquiries as well as fund/fee changes.
• Demonstrate initiative in identifying process improvements and opportunities to enhance both client experience and operational effectiveness.

Qualifications

• Education: Bachelor’s degree in business or related field preferred; high school diploma required. FINRA Fingerprinting Required.
• Experience: 1–3 years of experience in financial services, client service, or relationship management preferred.
• Beginner to intermediate understanding of retirement plan documentation, investments, and related regulatory requirements (ERISA, DOL, IRS).
• Familiarity with plan sponsor and participant tools, reporting systems, and operational workflows.
• Excellent verbal and written communication with the ability to explain complex financial concepts clearly.
• Strong organizational, multitasking, and problem-solving skills.
• High attention to detail and commitment to accuracy.
• Proficiency in Microsoft Office Suite and related business software.

Work Environment

Professional home or office environment; high-speed internet required for remote work. Uses standard office equipment such as computers, phones, and collaboration platforms. Regularly required to communicate effectively, sit or stand for extended periods, and handle computer-based tasks.

Additional Information

This job description is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. The employer may revise or assign other functions as necessary. Performance will be evaluated based on client satisfaction, service quality, and compliance with organizational standards. Employment is at-will and may be terminated at any time, with or without cause.

Equal Opportunity Statement

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.

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.