Strategic Client Services Manager - 401(k) Plans

Empower; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Empower is seeking a Client Service Manager to serve as the primary operational contact for a block of 401(k) retirement plans. You will manage plan administration, coordinate client meetings, and maintain strong relationships with sponsors, advisors, and third-party administrators in a fast-paced environment.

The role requires an associate degree, 3+ years in financial services, and solid knowledge of ERISA and IRS regulations.

Qualifications

• Associate degree or equivalent in Business/Finance or related field.
• 3+ years of experience in the financial services industry.
• Knowledge of ERISA, DOL and IRS retirement regulations.
• Excellent written and verbal communication and presentation skills.
• Ability to multi-task, prioritize and solve problems effectively.

Responsibilities

• Coordinate plan administration, client meetings, and communications with sponsors, advisors, and third parties.
• Proactively follow up on outstanding issues with internal teams and external clients.
• Produce and rollout custom reporting for clients and maintain issue history.
• Escalate and resolve complex issues with legal, compliance and processing departments.
• Maintain knowledge of regulatory updates and plan design changes for clients.

Skills

Communication skills

Presentation skills

Multi-tasking

Problem solving

Client service orientation

Education

Associate degree in Business/Finance

Tools

Microsoft Office

Job description

Empower is seeking a Client Service Manager to serve as the primary operational contact for a block of 401(k) retirement plans. You will manage plan administration, coordinate client meetings, and maintain strong relationships with sponsors, advisors, and third-party administrators in a fast-paced environment.

The role requires an associate degree, 3+ years in financial services, and solid knowledge of ERISA and IRS regulations.