Client Service Manager

Empower Taguig, National Capital Region, Philippines Overview Join to apply for the Client Service Manager role at Empower Empower Taguig, National Capital Region, Philippines 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The Client Service Manager (CSM) serves as the primary operational contact for a specified block of 401(k) retirement plans. The CSM is accountable for overall delivery of service to our plan sponsors, advisors, partners and third-party administrators. Manages daily communications with internal and external parties to maintain and develop strong client relationships; manages and coordinates plan administration; leads client meetings and/or conference calls; proactively maintains plan issues history/log and addresses these items within required timeframes. *This is an Individual Contributor rol eWhat you will doProactively follow up on outstanding issues with internal functional areas as well as with external clients related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement reviews, banking/division/pay center changes, forms customization or updates, payroll support, and pricing changes/recoveri esProactively address and communicate essential recordkeeping information to stakeholders during each plan year, including compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionali tyEnsure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfacti onCoordinate production and rollout of custom or specialized reporting for clien tsPromptly handle escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical suppo rtParticipate in and/or coordinates conference calls and meetings to consult and assist clients with questions or issue resoluti onWhat you will br ingAssociate’s degree, preferably in Business, Finance or a related field or equivalent years of work experie nceWith more than 5 years of experience in the financial retirement services indus tryKnowledge of Microsoft Office Su iteKnowledge of ERISA, DOL and applicable IRS regulations related to retirement pl ansExcellent written and verbal communication and presentation ski llsAbility to multi-task, prioritize, and problem-solve effectiv The Client Service Manager (CSM) serves as the primary operational contact for a specified block of 401(k) retirement plans. The CSM is accountable for overall delivery of service to our plan sponsors, advisors, partners and third-party administrators. Manages daily communications with internal and external parties to maintain and develop strong client relationships; manages and coordinates plan administration; leads client meetings and/or conference calls; proactively maintains plan issues history/log and addresses these items within required timeframes. *This is an Individual Contributor rol eWhat you will doProactively follow up on outstanding issues with internal functional areas as well as with external clients related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement reviews, banking/division/pay center changes, forms customization or updates, payroll support, and pricing changes/recoveri esProactively address and communicate essential recordkeeping information to stakeholders during each plan year, including compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionali tyEnsure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfacti onCoordinate production and rollout of custom or specialized reporting for clien tsPromptly handle escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical suppo rtParticipate in and/or coordinates conference calls and meetings to consult and assist clients with questions or issue resoluti onWhat you will br ingAssociate’s degree, preferably in Business, Finance or a related field or equivalent years of work experie nceWith more than 5 years of experience in the financial retirement services indus tryKnowledge of Microsoft Office Su iteKnowledge of ERISA, DOL and applicable IRS regulations related to retirement pl ansExcellent written and verbal communication and presentation ski llsAbility to multi-task, prioritize, and problem-solve effectiv ely Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Customer Service Referrals increase your chances of interviewing at Empower by 2x Sign in to set job alerts for “Client Services Manager” roles. 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