Retirement Plans Client Success Associate

Hispanic Alliance for Career Enhancement; Manila; On-site; PHP 30,000 - 40,000; Full time

Job summary

The Hispanic Alliance for Career Enhancement is seeking an Associate Client Service Manager in Manila, Philippines. In this role, you will support plan sponsors and maintain strong client relationships, resolving issues promptly and ensuring high levels of client satisfaction.

You need a High School Diploma and should have 0-1 year of experience in the financial services industry. Strong communication and problem-solving skills, along with Microsoft Office knowledge, will set you apart for this position.

Qualifications

• Knowledge of ERISA, DOL regulations related to retirement plans.
• 0-1 year experience in financial services industry.
• Strong written and verbal communication skills.

Responsibilities

• Follow up on outstanding issues with internal functional areas and external clients.
• Handle issues related to contributions, loans, and payroll support.
• Educate clients on plan provisions and website functionality.

Skills

Customer service

Communication skills

Problem-solving

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

The Hispanic Alliance for Career Enhancement is seeking an Associate Client Service Manager in Manila, Philippines. In this role, you will support plan sponsors and maintain strong client relationships, resolving issues promptly and ensuring high levels of client satisfaction.

You need a High School Diploma and should have 0-1 year of experience in the financial services industry. Strong communication and problem-solving skills, along with Microsoft Office knowledge, will set you apart for this position.