Senior Plan Administrator

3 days ago

Pasay, National Capital Region, Philippines beBeeService Full time ₱1,200,000 - ₱1,500,000

We are a leading provider of retirement plan administration services. Our vision is to empower individuals to transform their financial lives.

Job Responsibilities
  • The Client Service Manager will be responsible for delivering exceptional service to plan sponsors, advisors, partners, and third-party administrators. This includes managing daily communications with internal and external parties to maintain and develop strong client relationships.
  • The CSM will manage and coordinate plan administration, lead client meetings and/or conference calls, and proactively maintain plan issues history/log and address these items within required timeframes.
Key Accountabilities
  • Proactive issue resolution involves following up on outstanding matters with internal functional areas as well as external clients related to: plan setup, 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.
  • Essential recordkeeping information must be communicated to stakeholders during each plan year, including compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionality.
  • Clients must be kept informed of progress, ensuring the highest level of client satisfaction.
  • Prominent custom or specialized reporting must be coordinated for clients.
  • Escalated issues requiring special handling must be promptly addressed through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical support.
  • Conference calls and meetings must be facilitated to consult and assist clients with questions or issue resolution.

We value diversity and encourage all qualified applicants to apply. All applicants will receive consideration without regard to protected status.

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