Remote Client & Partner Success Specialist

Empower Enterprise Philippines, Inc.; Manila; Remote; PHP 360,000 - 480,000; Full time

Job summary

Empower Enterprise Philippines, Inc. is seeking a Client & Partner Support Specialist to provide high-quality service coverage for advisors, partners, and plan sponsors.

This role emphasizes client satisfaction, partner retention, and accuracy in a high-volume financial services environment. The position involves remote or home/office settings with strong communication, organization, and problem-solving skills to manage inquiries, enrollments, and payroll support while ensuring compliance with

Qualifications

• Education: Bachelor’s degree preferred; high school diploma required.
• FINRA Fingerprinting Required.
• 1–3 years of experience in financial services, client service, or relationship management preferred.
• Beginner to intermediate understanding of retirement plan documentation, investments, and related regulatory requirements (ERISA, DOL, IRS).
• Familiarity with plan sponsor and participant tools, reporting systems, and operational workflows.
• Excellent verbal and written communication with the ability to explain complex financial concepts clearly.
• Strong organizational, multitasking, and problem-solving skills.
• High attention to detail and commitment to accuracy.

Responsibilities

• Contribute and oversee team and cross-functional bulk tasks to improve service consistency and partner engagement.
• Proactively follow up on outstanding tasks and inform stakeholders of progress with clear communication.
• Build proficiency and self-reliance over time, handling increased complexity in a high-volume environment.
• Investigate and resolve issues by collaborating with internal teams for timely, accurate outcomes.
• Manage operational and administrative requests including contributions, loans, distributions, enrollments, payroll support, compliance, audits, and reporting inquiries.
• Identify process improvements to enhance client experience and operational effectiveness.

Education

Bachelor’s degree in business or related field

High school diploma

Excellent verbal and written communication

Microsoft Office Suite

Tools

Microsoft Office Suite

Job description

Empower Enterprise Philippines, Inc. is seeking a Client & Partner Support Specialist to provide high-quality service coverage for advisors, partners, and plan sponsors.

This role emphasizes client satisfaction, partner retention, and accuracy in a high-volume financial services environment. The position involves remote or home/office settings with strong communication, organization, and problem-solving skills to manage inquiries, enrollments, and payroll support while ensuring compliance with