Client Service Manager – 401(k) Plans

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

Benefits offered by this job

Equal opportunity employer

Job summary

Empower is seeking a Client Service Manager to oversee a portfolio of 401(k) retirement plans, acting as the main operational contact for sponsors, advisors, and TPAs. You will manage daily client communications, coordinate plan administration, and lead meetings to resolve plan issues in a timely manner.

You will work with internal teams to provide robust reporting, address compliance matters, and ensure high levels of client service while maintaining strong relationships with plan sponsors and

Qualifications

• Associate's degree in Business, Finance, or related field, or equivalent work experience.
• 3+ years of experience in the financial services industry.
• Knowledge of 401(k) retirement plans and ERISA, DOL, IRS regulations.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Serve as the primary operational contact for an assigned portfolio of 401(k) plans and stakeholders.
• Manage day-to-day client communications and coordinate plan administration activities.
• Lead client meetings, track plan issues, and coordinate timely resolutions with stakeholders.
• Follow up on plan administration matters including setup, contributions, loans, and distributions.
• Communicate recordkeeping information throughout the plan year and regulatory updates.
• Monitor escalated issues and keep clients informed of status and outcomes.
• Coordinate development and delivery of client reporting.
• Resolve escalated issues with internal teams such as operations, legal, compliance, and systems.
• Participate in client meetings to provide consultation and issue resolution.

Skills

Communication skills

Multitasking

Presentation skills

Education

Associate's degree in Business/Finance or related field

Tools

Microsoft Office Suite

Job description

Empower is seeking a Client Service Manager to oversee a portfolio of 401(k) retirement plans, acting as the main operational contact for sponsors, advisors, and TPAs. You will manage daily client communications, coordinate plan administration, and lead meetings to resolve plan issues in a timely manner.

You will work with internal teams to provide robust reporting, address compliance matters, and ensure high levels of client service while maintaining strong relationships with plan sponsors and