CSR - Senior US Retirement Services Associate

2 weeks ago


Pasay City, Philippines ACCPRO International Full time

Work Set up/Schedule: Onsite | Shifting Schedule | 2 days off

DUTIES and RESPONSIBILITIES:
● Process and manage retirement plan transactions accurately and on time.
● Handle client inquiries and provide resolutions in a professional manner.
● Review and validate participant data to ensure compliance with retirement plan rules.
● Coordinate with internal teams and external partners for issue resolution.
● Maintain confidentiality and adhere to data privacy standards.
● Contribute to process improvements and best practices.

QUALIFICATIONS:
● Candidate must have at least 2 years experience in US Retirement Services
● Educational attainment: completed Highschool or SHS
● Language Level: CEFR B1
● Excellent Communication Skills
● Must be willing to work onsite and be amenable to shifting schedules.

BENEFITS OFFERED:
● HMO coverage for up to three dependents, valid until age 80
● Competitive compensation package with monthly performance incentives
● Meal and other allowances
● Medical coverage for employees and up to three qualified dependents
● Dental coverage for employees
● Skills enhancement through training and professional development programs



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