Retirement Plan Client Services Manager – Inbound

Empower; Taguig; On-site; PHP 223,000 - 379,000; 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 respond to general and technical questions and maintain strong client relationships.

With 0–1 years in financial services and strong Microsoft Office skills, you will educate clients on plan provisions and promote self-service while coordinating with internal teams to resolve issues promptly.

Qualifications

• High school diploma.
• 0-1 years of experience in financial services.
• Knowledge of Microsoft Office Suite.
• FINRA Fingerprinting required upon hire.
• Strong customer service skills with the ability to respond professionally and accurately to inbound client inquiries.
• Ability to communicate effectively by telephone and manage multiple client inquiries within established service timeframes.

Responsibilities

• Serve as an inbound client service contact, responding to telephone inquiries regarding retirement plans from plan sponsors, advisors, partners, and third-party administrators (TPAs).
• Provide timely and accurate responses to general and technical retirement plan inquiries while delivering a high level of client service.
• Proactively follow up on outstanding client inquiries and issues with internal functional 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 plan sponsor website and EIVR.
• Promote client self-service and provide education on available functionality and resources within the Plan Service Center site.
• Maintain effective communication with internal and external stakeholders to support positive client relationships and timely issue resolution.

Skills

Customer service

Telephone skills

Multitasking

Communication

Education

High school diploma

Tools

Microsoft Office Suite

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 respond to general and technical questions and maintain strong client relationships.

With 0–1 years in financial services and strong Microsoft Office skills, you will educate clients on plan provisions and promote self-service while coordinating with internal teams to resolve issues promptly.