Client Service Manager, Retirement Plans & Growth

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

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.