Retirement Plans Client Services Associate

Empower; Taguig; On-site; PHP 350,000 - 520,000; Full time

Job summary

Empower is seeking an Associate Client Service Manager in the Philippines to support plan sponsors, advisors, partners and third-party administrators. The role focuses on delivering excellent client service, managing daily communications, and coordinating with internal and external stakeholders to address inquiries within required timeframes.

The position requires a High School Diploma and about 2 years in financial services, with knowledge of ERISA, DOL and IRS retirement plan regulations.

Qualifications

• High School Diploma.
• 2 years of experience in financial services industry.
• Knowledge of ERISA, DOL and IRS regulations related to retirement plans.

Responsibilities

• Proactively follow up on outstanding issues with internal functional areas as well as with external clients.
• Handle issues related to contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting and general inquiries.
• Ensure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction.
• Handle straightforward problems/issues and refers more complex issues to senior staff.
• Educate clients on plan provisions and functionality of plan sponsor & participant websites and EIVR.
• Promptly handle escalated issues.
• Promote self-service and education on the plan sponsor service center.
• Assist with coordination of various client tasks for senior staff.

Skills

Client service

Written communication

Verbal communication

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

Empower is seeking an Associate Client Service Manager in the Philippines to support plan sponsors, advisors, partners and third-party administrators. The role focuses on delivering excellent client service, managing daily communications, and coordinating with internal and external stakeholders to address inquiries within required timeframes.

The position requires a High School Diploma and about 2 years in financial services, with knowledge of ERISA, DOL and IRS retirement plan regulations.