Client & Partner Support Specialist

Empower Finance; Pateros; Remote; PHP 391,000 - 781,000; Full time

Job summary

Empower Finance is seeking a Client & Partner Support Specialist to provide high-quality service coverage for advisors, partners, and plan sponsors, ensuring continuity of service during absences or transitions. The role emphasizes client satisfaction, partner retention, and accurate operations in a remote-friendly setting.

Ideal candidates have 1–3 years in financial services, strong communication, and familiarity with retirement plan tools and reporting systems.

Qualifications

• Bachelor's degree in business or related field preferred; high school diploma required.
• Experience in financial services or client service preferred.
• Familiarity with retirement plan documentation and related regulatory requirements.

Responsibilities

• Provide high-quality service coverage for advisors, partners, and plan sponsors.
• Proactively follow up on outstanding tasks and inform stakeholders of progress.
• Investigate and resolve issues by collaborating with internal teams to ensure accurate outcomes.
• Manage operational requests including contributions, loans, distributions, enrollments, payroll support, audits, and reporting inquiries.

Skills

Customer service

Communication

Problem solving

Organization

Education

Bachelor's degree

High school diploma

Tools

Plan sponsor tools

Reporting systems

Microsoft Office

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.

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.

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.

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.