Client Success Manager, Retirement Plans (Hybrid)

Hispanic Alliance for Career Enhancement; Manila; On-site; PHP 223,200 - 334,800; Full time

Job summary

Hispanic Alliance for Career Enhancement in Manila is seeking a candidate to serve as the operational contact for client support within the financial services industry. The successful candidate will manage communications with clients, ensure issues are resolved, and educate clients on plan functionalities. Required qualifications include a High School Diploma and strong communication skills. This position allows growth within a flexible work environment that encourages diversity and community involvement.

Qualifications

• 0-1 year experience in financial services industry.
• Knowledge of ERISA, DOL and IRS regulations related to retirement plans.

Responsibilities

• Manage daily communications with internal and external parties.
• Educate clients on plan provisions and functionalities.
• Proactively follow up on outstanding issues.

Skills

Strong written and verbal communication skills

Ability to multi-task

Problem-solving skills

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

Hispanic Alliance for Career Enhancement in Manila is seeking a candidate to serve as the operational contact for client support within the financial services industry. The successful candidate will manage communications with clients, ensure issues are resolved, and educate clients on plan functionalities. Required qualifications include a High School Diploma and strong communication skills. This position allows growth within a flexible work environment that encourages diversity and community involvement.