Client Service Manager

1 day ago

Taguig, National Capital Region, Philippines Empower Full time

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.

What you will do
  • Proactively 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/recoveries
  • Proactively 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 functionality
  • Ensure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction
  • Coordinate production and rollout of custom or specialized reporting for clients
  • Promptly handle escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical support
  • Participate in and/or coordinates conference calls and meetings to consult and assist clients with questions or issue resolution
What you will bring
  • Associate's degree, preferably in Business, Finance or a related field or equivalent years of work experience
  • 3+ years of experience in the financial services industry
  • Knowledge of Microsoft Office Suite
  • Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans
  • Excellent written and verbal communication and presentation skills
  • Ability to multi-task, prioritize, and problem-solve effectively

We 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.


#J-18808-Ljbffr

  • Senior Client Services Manager

    2 weeks ago

    Taguig, National Capital Region, Philippines Booth and Partners Full time

    About Us: We help businesses find more flexibility and achieve a better way of working. If you need to get things done, use B&P as an extension of your team to build faster, drive growth and transform your business. Our smart tailored outsourcing and HR solutions deliver high-quality results with reduced operating costs for companies of all sizes across a...

  • Associate Client Service Manager

    1 day ago

    Taguig, National Capital Region, Philippines Empower Full time

    OverviewOur 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...

  • Client Services Director

    4 days ago

    Taguig, National Capital Region, Philippines Access Healthcare Services Manila, Inc. Full time

    We are seeking an experienced Client Service Director to lead strategic account management for key healthcare clients.The ideal candidate will bring deep expertise in healthcare operations, a strong client relationship background, and the ability to drive growth and service excellence in a BPO environment.Key ResponsibilitiesServe as the primary point of...

  • Client Service Professional

    21 hours ago

    Taguig, National Capital Region, Philippines beBeeclient Full time ₱150,000 - ₱250,000

    Job Title: Client Service ManagerWe are seeking a skilled Client Service Manager to join our team. The ideal candidate will have excellent communication skills, the ability to work effectively in a fast-paced environment, and a strong passion for delivering exceptional customer service.

  • Client Service Associate

    3 weeks ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time

    Job DescriptionStep into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase....

  • Client Services Engineer

    3 days ago

    Taguig, National Capital Region, Philippines Alphaserve Technologies®, an ECI Company Full time

    Join to apply for the Client Services Engineer role at Alphaserve Technologies, an ECI Company.OverviewRole Title: Service Desk Analyst Reports To: Manager/Supervisor Level (Jr./Sr.): Mid-Level Division: Service Sub-Division: Service DeskThe Service Desk Analyst is responsible for delivering first class service, advice and technical support to Eze Castle...

  • Client Service Associate I

    3 weeks ago

    Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time

    Job DescriptionIf you're passionate, curious and ready to make an impact, we're looking for you to help us grow our businesses for the future.As a Client Service Associate in the Client Onboarding Services team, you will lead a team of Client Service Analysts, focusing on maintaining and enhancing client relationships. Your responsibilities include...

  • Client Services Agent

    2 weeks ago

    Taguig, National Capital Region, Philippines Santaisabel Full time

    National Capital Region (NCR), Taguig City Candidate must possess at least a Bachelor's/College Degree, Senior High School Diploma, Some College (But did not graduate) on any course.Fresh Grad / Entry Level specializing in BPO/Call Center or equivalent.ResponsibilitiesPosition DescriptionThe Client Services Agent's main job function is to receive customer...

  • Client Change Manager

    22 hours ago

    Taguig, National Capital Region, Philippines beBeeChangeManagement Full time ₱800,000 - ₱1,200,000

    Job DescriptionThe Client Change Management group collaborates with clients, implementation teams, and technology providers to deliver effective change management. The team is responsible for programme management, project management, client change, business consultancy, and analysis.Key ResponsibilitiesAct as the primary point of contact for business...

  • Client Services Rep 1

    2 weeks ago

    Taguig, National Capital Region, Philippines IQVIA LLC Full time

    time left to apply End Date: December 31, days left to apply)job requisition id R1492019IQVIA's Speaker Bureau team consists of dedicated meeting professionals who plan and manage highly compliant meetings and events for Life Sciences organizations. We work with our clients to deliver a high-quality attendee experience through a range of in-person, hybrid,...