Associate Client Service Manager
4 weeks ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.The Associate Client Service Manager is responsible for answering incoming telephone inquiries regarding retirement plans from plan sponsors, advisors, partners, and third-party administrators. Accountable for daily support of our clients and intermediaries by responding timely and accurately to general and technical inquiries. Manage daily communications with internal and external parties to maintain strong client relationships; manage and coordinate inquiries and address issues within required timeframes. **What you will do*** 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 the highest level of client service and satisfaction* Educate clients on plan provisions and functionality of plan sponsor website and EIVR* Promptly handle escalated issues* Promote self-service and education on the Plan Service Center site**What you will bring*** High school diploma* 0 - 1 years’ experience in the financial services industry* Knowledge of Microsoft Office Suite* FINRA fingerprinting required upon hire**What will set you apart*** Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans* Strong written and verbal communication skills* Ability to multi-task, prioritize, and problem-solve effectively* FINRA Series 6 permitted, but not requiredWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.**Remote and Hybrid Positions**For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection.#J-18808-Ljbffr
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Client Service Manager
3 weeks ago
Manila, Philippines Hispanic Alliance for Career Enhancement Full timeOverview Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within...
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Client Service Account Manager
2 weeks ago
Manila, National Capital Region, Philippines JPMorganChase Full time ₱1,200,000 - ₱1,500,000 per yearJob DescriptionJoin our dynamic Client Operations team and lead innovation in the banking industry. As a Client Service Account Manager (CSAM), you'll be the primary contact for clients, delivering top-tier service and fostering strong relationships. Empowered to identify growth opportunities and process improvements, you'll conduct regular "Service Reviews"...
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Senior Manager Client Service
2 weeks ago
Manila, National Capital Region, Philippines Empower Full time ₱1,500,000 - ₱2,500,000 per yearOur vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...
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Tax Senior Associate
2 weeks ago
Manila, Philippines CohnReznick Full timeOverview Tax Senior Associate - PCS (Private Client Services) Opportunity ID: 8563 Department: Tax Location: Manila Function: Tax Job Description As CohnReznick grows, so do our career opportunities. As one of the United States top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value...
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Associate Telephonic Client Manager
2 weeks ago
Manila, Philippines LexisNexis Risk Solutions Full time.Associate Telephonic Client Manager page is loaded## Associate Telephonic Client Managerlocations: Manilatime type: Full timeposted on: Posted Todayjob requisition id: R Builds and maintains effective long-term relationships and a high level of satisfaction with key senior-level decision makers and influencers at an assigned group of customer accounts that...
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Client Service Administrator
2 weeks ago
Manila, National Capital Region, Philippines ASW Full time ₱250,000 - ₱350,000 per yearJob Description THE OPPORTUNITYFounded in 2005, our partner has been dedicated to offering wealth management services to select clients, fostering strong partnerships with each of them. Their commitment to providing comprehensive wealth management and retirement planning services remains the same nearly 20 years later. The team, consisting of experienced...
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Client Service Administrator
2 weeks ago
Manila, National Capital Region, Philippines AS White Global Full time ₱400,000 - ₱600,000 per yearTHE OPPORTUNITYFounded in 2005, our partner has been dedicated to offering wealth management services to select clients, fostering strong partnerships with each of them. Their commitment to providing comprehensive wealth management and retirement planning services remains the same nearly 20 years later. The team, consisting of experienced financial planners...
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Manila, Philippines Global Process Manager Inc. Full timeAbout Wrist Wrist is the world’s leading ship and offshore supplier of marine provisions and stores with a market share of approximately 12%. With the launch of the digital marketplace, Source2Sea, Wrist is leading the digital transformation of the marine supply industry. All year round, we offer 24/7 global online sourcing and logistics, providing data...
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Client Engagement Associate
2 weeks ago
Manila, National Capital Region, Philippines DOXA Talent Full time ₱1,200,000 - ₱2,400,000 per yearTHE ROLEOur client is looking for a Client Engagement Associate, who will be responsible for connecting with clients and booking coaches for them based on their business needs. This role will manage a group of coaches and will utilize CRM software and marketing channels in aiming to keep them engaged. The Client Engagement Associate is also expected to...
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Client Relations Associate
4 weeks ago
Manila, Philippines Marsh McLennan Full timeClient Relations Associate – Marsh McLennan – Manila, National Capital Region, Philippines We are seeking a talented individual to join our Broking Team in the Philippines. This is a hybrid role that requires you to work in the office at least three days a week. In this role, you are responsible for a mix of account management and broking. These roles...
