Retirement Plans Client Success Manager

Empower Finance; Pateros; On-site; PHP 250,000 - 500,000; Full time

Job summary

Empower Finance is seeking an Associate Client Service Manager to support plan sponsors, advisors, partners, and third-party administrators. You will be accountable for the overall delivery of service to our clients and will manage daily communications to maintain strong client relationships.

You will coordinate inquiries, resolve routine issues promptly, educate clients on plan provisions, and assist senior staff with task coordination to ensure high-quality service delivery.

Qualifications

• High School Diploma or equivalent.
• 0–1 year experience in financial services.
• Knowledge of ERISA, DOL and applicable 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

Communication

Multi-tasking

Problem-solving

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

Empower Finance is seeking an Associate Client Service Manager to support plan sponsors, advisors, partners, and third-party administrators. You will be accountable for the overall delivery of service to our clients and will manage daily communications to maintain strong client relationships.

You will coordinate inquiries, resolve routine issues promptly, educate clients on plan provisions, and assist senior staff with task coordination to ensure high-quality service delivery.