Strategic 401(k) Client Services Manager

Empower Enterprise Philippines, Inc.

Manila

Hybrid

PHP 800,000 - 1,100,000

Full time

3 days ago
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Job summary

Empower Enterprise Philippines, Inc. in Manila is seeking a Client Service Manager to lead delivery of retirement plan services for a portfolio of 401(k) clients, coordinating plan administration and strong client relationships.

You will manage day-to-day communications, lead meetings, handle plan documents, contributions, and amendments, and collaborate with operations, legal, compliance, and tech teams to resolve issues.

Qualifications

  • Associate’s degree or equivalent work experience in Business/Finance.
  • 3+ years in the financial services industry.
  • Knowledge of 401(k) retirement plans and retirement plan administration.
  • Knowledge of ERISA, DOL, and IRS regulations related to retirement plans.

Responsibilities

  • Serve as primary operational contact for an assigned portfolio of 401(k) retirement plans.
  • Manage day-to-day client communications and coordinate plan administration activities.
  • Lead client meetings and conference calls, track issues and actions, coordinate timely resolutions.
  • Communicate plan status, compliance testing results, amendments, and product changes to clients.

Skills

Client communication
Multi-tasking
Problem solving
Presentation skills

Education

Associate’s degree or higher

Tools

Microsoft Office Suite

Job description

Empower Enterprise Philippines, Inc. in Manila is seeking a Client Service Manager to lead delivery of retirement plan services for a portfolio of 401(k) clients, coordinating plan administration and strong client relationships.

You will manage day-to-day communications, lead meetings, handle plan documents, contributions, and amendments, and collaborate with operations, legal, compliance, and tech teams to resolve issues.

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