Client Solutions Advisor

6 days ago

Pasay, National Capital Region, Philippines beBeeService Full time ₱4,000,000 - ₱8,000,000
Job Title: Associate Client Service Manager

Overview:

This role is ideal for individuals who thrive in a fast-paced environment and enjoy providing exceptional customer service. As an Associate Client Service Manager, you will play a vital part in supporting clients and intermediaries by responding to general and technical inquiries in a timely and accurate manner.

Key Responsibilities:

  • 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

Requirements:

  • High school diploma
  • 0 - 1 years' experience in the financial services industry
  • Knowledge of Microsoft Office Suite
  • FINRA fingerprinting required upon hire

Desirable Skills:

  • 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 required

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