Retirement Plan Client Success Manager

Hispanic Alliance for Career Enhancement; Manila; On-site; PHP 40,000 - 60,000; Full time

Job summary

A financial services company located in Metro Manila, Philippines is seeking a Client Service Manager to oversee the delivery of service for 401(k) retirement plans. This role requires effective communication with clients and internal teams, ensuring all service tasks are managed efficiently and client satisfaction is maintained. Candidates should have at least 3 years of experience in the industry and an associate's degree in a relevant field. The company values internal mobility and diversity.

Qualifications

• 3+ years of experience in the financial services industry.
• Knowledge of ERISA, DOL and IRS regulations related to retirement plans.
• Ability to communicate effectively with clients.

Responsibilities

• Manage daily communications with clients and internal teams.
• Coordinate with various departments to resolve client issues.
• Lead client meetings and ensure high levels of satisfaction.

Skills

Written communication

Verbal communication

Problem-solving

Multi-tasking

Education

Associate's degree in Business or Finance

Tools

Microsoft Office Suite

Job description

A financial services company located in Metro Manila, Philippines is seeking a Client Service Manager to oversee the delivery of service for 401(k) retirement plans. This role requires effective communication with clients and internal teams, ensuring all service tasks are managed efficiently and client satisfaction is maintained. Candidates should have at least 3 years of experience in the industry and an associate's degree in a relevant field. The company values internal mobility and diversity.