Client Service Manager - 401(k) & Growth Impact

Empower Finance; Pateros; On-site; PHP 600,000 - 900,000; Full time

Job summary

Empower Finance in Metro Manila is hiring a Client Service Manager (CSM) to serve as the primary operational contact for a portfolio of 401(k) retirement plans. You will manage plan administration, lead client meetings, and coordinate with internal teams to resolve issues and ensure high-quality service.

The role requires 3+ years in financial services, knowledge of 401(k) plans and ERISA/DOL/IRS regulations, and strong communication skills.

Qualifications

• Associate's degree required or equivalent work experience.
• 3+ years in the financial services industry.
• Knowledge of 401(k) retirement plans and administration.
• Knowledge of ERISA, DOL, IRS regulations related to retirement plans.
• Proficiency with Microsoft Office.
• Strong written and verbal communication and presentation skills.
• Ability to manage multiple priorities in a client-service environment.

Responsibilities

• Serve as the primary operational contact for an assigned portfolio of 401(k) retirement plans, supporting plan sponsors, advisors, partners, and TPAs.
• Manage day-to-day client communications and coordinate plan administration activities to maintain strong client relationships and deliver a high level of service.
• Lead client meetings and conference calls, track plan issues and action items, and coordinate timely resolution with internal and external stakeholders.
• Proactively follow up on outstanding plan administration matters, including plan setup, documents, contributions, loans, distributions, enrollment, plan changes, product changes, and pricing changes.
• Communicate essential recordkeeping information throughout the plan year, including testing results, amendment requests, and regulatory changes.
• Monitor escalated issues through resolution and keep clients informed of status and outcomes.
• Coordinate development and delivery of custom or specialized client reporting.
• Resolve escalated client issues by partnering with operations, legal, compliance, systems, and other teams.
• Participate in and coordinate client meetings to provide consultation and issue resolution.

Skills

3+ years financial services experience

Knowledge of 401(k) retirement plans

ERISA, DOL, IRS regulations knowledge

Microsoft Office proficiency

Strong written and verbalcommunication

Time management / multi-priority

Education

Associate's degree, preferably in Business, Finance, or related field

Tools

Plan administration platforms

Job description

Empower Finance in Metro Manila is hiring a Client Service Manager (CSM) to serve as the primary operational contact for a portfolio of 401(k) retirement plans. You will manage plan administration, lead client meetings, and coordinate with internal teams to resolve issues and ensure high-quality service.

The role requires 3+ years in financial services, knowledge of 401(k) plans and ERISA/DOL/IRS regulations, and strong communication skills.