Retirement Solutions & Client Support Specialist

Empower; Taguig; On-site; PHP 2,505,000 - 4,383,000; Full time

Job summary

Empower Retirement is seeking a Retirement Service and Support Specialist based in the Philippines to assist sales representatives, plan participants, and financial advisors through calls and email with accurate guidance on IRAs, distributions, and rollover options.

You will manage high volumes of inquiries, review rollover requests for compliance, and educate customers about plan-specific and general distribution considerations while coordinating with back-office teams to ensure timely updates.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• At least 2 years of experience in defined contribution recordkeeping or retirement plan administration.
• Working knowledge of IRAs, retirement plans, and related services.

Responsibilities

• Assist customers and sales representatives with asset movement, asset gathering, and rollover transactions.
• Review rollover requests for compliance with plan provisions and IRS requirements.
• Identify opportunities to deepen relationships through profiling and needs-based questions and route to appropriate teams.
• Respond to inquiries from plan participants and advisors by telephone and email.
• Provide accurate information about retirement products, services, and procedures.
• Process trade requests and coordinate with back-office teams to update customers.

Skills

Customer service

English fluency

Communication

Financial services knowledge

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

Empower Retirement is seeking a Retirement Service and Support Specialist based in the Philippines to assist sales representatives, plan participants, and financial advisors through calls and email with accurate guidance on IRAs, distributions, and rollover options.

You will manage high volumes of inquiries, review rollover requests for compliance, and educate customers about plan-specific and general distribution considerations while coordinating with back-office teams to ensure timely updates.