Inbound Retirement Plans Client Services Lead

Empower; Philippines; On-site; PHP 350,000 - 550,000; Full time

Job summary

Empower is seeking an Associate Client Service Manager - Inbound Call Center to handle retirement plan inquiries from sponsors, advisors, partners and TPAs. You will ensure timely, accurate responses and maintain strong client relationships.

The role requires a high school diploma, 0-1 years in financial services, and knowledge of Microsoft Office. FINRA fingerprinting is required on hire, with a focus on professional client service and issue resolution.

Qualifications

• High school diploma required.
• 0-1 years of experience in the financial services industry.
• Knowledge of Microsoft Office Suite.
• FINRA Fingerprinting required upon hire.
• Strong customer service skills with professional communication.

Responsibilities

• Serve as an inbound client service contact responding to telephone inquiries regarding retirement plans from sponsors, advisors, partners, and TPAs.
• Provide timely and accurate responses to general and technical retirement plan inquiries while delivering high levels of client service.
• Proactively follow up on outstanding client inquiries with internal teams and external stakeholders.
• Research and resolve inquiries related to contributions, loans, distributions, enrollment, payroll support, compliance, audits, reporting, and general retirement plan administration.
• Track client issues through resolution and keep clients informed of progress, status, and next steps.
• Educate clients on retirement plan provisions and the functionality of the sponsor website and EIVR.
• Promote client self-service and provide education on available functionality and resources within the Plan Service Center site.

Skills

Customer service

Communication

Multitasking

Problem solving

Education

High school diploma

Tools

Microsoft Office

Job description

Empower is seeking an Associate Client Service Manager - Inbound Call Center to handle retirement plan inquiries from sponsors, advisors, partners and TPAs. You will ensure timely, accurate responses and maintain strong client relationships.

The role requires a high school diploma, 0-1 years in financial services, and knowledge of Microsoft Office. FINRA fingerprinting is required on hire, with a focus on professional client service and issue resolution.