Remote Client & Partner Support Specialist

Empower Finance; Pateros; Remote; PHP 391,000 - 781,000; Full time

Job summary

Empower Finance is seeking a Client & Partner Support Specialist to provide high-quality service coverage for advisors, partners, and plan sponsors, ensuring continuity of service during absences or transitions. The role emphasizes client satisfaction, partner retention, and accurate operations in a remote-friendly setting.

Ideal candidates have 1–3 years in financial services, strong communication, and familiarity with retirement plan tools and reporting systems.

Qualifications

• Bachelor's degree in business or related field preferred; high school diploma required.
• Experience in financial services or client service preferred.
• Familiarity with retirement plan documentation and related regulatory requirements.

Responsibilities

• Provide high-quality service coverage for advisors, partners, and plan sponsors.
• Proactively follow up on outstanding tasks and inform stakeholders of progress.
• Investigate and resolve issues by collaborating with internal teams to ensure accurate outcomes.
• Manage operational requests including contributions, loans, distributions, enrollments, payroll support, audits, and reporting inquiries.

Skills

Customer service

Communication

Problem solving

Organization

Education

Bachelor's degree

High school diploma

Tools

Plan sponsor tools

Reporting systems

Microsoft Office

Job description

Empower Finance is seeking a Client & Partner Support Specialist to provide high-quality service coverage for advisors, partners, and plan sponsors, ensuring continuity of service during absences or transitions. The role emphasizes client satisfaction, partner retention, and accurate operations in a remote-friendly setting.

Ideal candidates have 1–3 years in financial services, strong communication, and familiarity with retirement plan tools and reporting systems.