Remote Inbound Retirement Plan Client Service Associate

Empower Enterprise Philippines, Inc.; Manila; Hybrid; PHP 240,000 - 360,000; Full time

Job summary

Empower Enterprise Philippines, Inc. is seeking an Associate Client Service Manager - Inbound Call Center to handle retirement plan inquiries from plan sponsors, advisors, partners, and TPAs, delivering timely and accurate responses while building strong client relationships.

The role requires a high school diploma, 0–1 years in financial services, and proficiency with Microsoft Office. FINRA fingerprinting is required upon hire and the candidate will manage multiple inquiries, educate clients

Qualifications

• High school diploma; 0–1 years in financial services.
• Proficiency with Microsoft Office Suite.
• FINRA fingerprinting required upon hire.

Responsibilities

• Respond to inbound retirement plan inquiries with timely, accurate information.
• Research and resolve inquiries across contributions, enrollment, payroll, compliance.
• Maintain strong client relationships and communicate progress to clients.
• Educate clients on the plan sponsor website and portal functionalities.

Skills

Customer service skills

Telephone communication

Multitasking

Education

High school diploma

Tools

Microsoft Office Suite

FINRA Fingerprinting

Job description

Empower Enterprise Philippines, Inc. is seeking an Associate Client Service Manager - Inbound Call Center to handle retirement plan inquiries from plan sponsors, advisors, partners, and TPAs, delivering timely and accurate responses while building strong client relationships.

The role requires a high school diploma, 0–1 years in financial services, and proficiency with Microsoft Office. FINRA fingerprinting is required upon hire and the candidate will manage multiple inquiries, educate clients