Remote Client & Partner Success Specialist

Empower; Manila; A distancia; PHP 360.000 - 540.000; Jornada completa

Descripción de la vacante

Empower Philippines seeks a Client & Partner Support Specialist to deliver high-quality service coverage for advisors, partners, and plan sponsors, ensuring continuity during absences or vacancies in the Core Market Segment.

(Typically plans under $35 million). This role emphasizes client satisfaction, partner retention, and operational accuracy, with proactive communication and collaborative problem-solving.

Formación

• Bachelor's degree in business or related field preferred.
• FINRA Fingerprinting required.
• 1-3 years of experience in financial services, client service, or relationship management.
• Beginner to intermediate understanding of retirement plan documentation (ERISA, DOL, IRS).
• Familiarity with plan sponsor tools, reporting systems, and operational workflows.
• Excellent verbal and written communication with clear explanations.

Responsabilidades

• Oversee team and cross-functional bulk tasks, leveraging feedback to improve service and partner engagement.
• Proactively follow up on outstanding tasks and inform stakeholders of progress with clear communication.
• Build proficiency and self-reliance in a high-volume environment, handling increased complexity.
• 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 as well as fund/fee changes.
• Demonstrate initiative to identify process improvements to enhance client experience and operational effectiveness.

Conocimientos

Customer service

Financial services

Communication

Microsoft Office

Educación

Bachelor's degree in business or related field

High school diploma

FINRA Fingerprinting

Herramientas

Reporting systems

Plan sponsor tools

Descripción del empleo

Empower Philippines seeks a Client & Partner Support Specialist to deliver high-quality service coverage for advisors, partners, and plan sponsors, ensuring continuity during absences or vacancies in the Core Market Segment.

(Typically plans under $35 million). This role emphasizes client satisfaction, partner retention, and operational accuracy, with proactive communication and collaborative problem-solving.