Workplace Planning Specialist

7 days ago


Manila, National Capital Region, Philippines Empower Enterprise Philippines, Inc. Full time

Empower Enterprise Philippines, Inc. is a forward-thinking company that empowers individuals to take control of their financial lives.

About the Role

This position is responsible for handling escalated calls, ensuring participant focus and regulatory compliance in the Retirement Consultation team environment. The ideal candidate will embody the Empower culture, vision, value, and operating principles.

Key Responsibilities
  • Handle complex, escalated calls and respond accordingly.
  • Complete Best Interest Profile supervisory reviews with accuracy.
  • Maintain service excellence through call monitoring.
  • Support resource development and provide feedback to managerial staff.
  • Coach, mentor, and cross-train new employees as required by Sales Managers.
  • Address participant inquiries and concerns in accordance with FINRA / SEC guidelines.
Requirements
  • Associate's Degree in Business or related field preferred.
  • No degree, an additional one to two years directly related experience is required.
  • 5+ years of customer service experience, preferably in a financial services related field.
  • FINRA Series 7, Series 63, and Series 24 registrations are mandatory.
  • Availability to work overnight hours is necessary.
  • Fluent English language skills are essential.


  • Manila, National Capital Region, Philippines Empower Enterprise Philippines, Inc. Full time

    Lead Workplace Planning & Advice page is loadedLead Workplace Planning & AdviceApply remote type Onsite locations PH Manila time type Full time posted on Posted 2 Days Ago time left to apply End Date: April 30, 2025 (30 days left to apply) job requisition id R.0051213Our vision for the future is based on the idea that transforming financial lives starts by...


  • Manila, National Capital Region, Philippines CEBU GENERAL SERVICES INC.-NCR Full time

    The role of a Workplace Safety Specialist at Cebu General Services Inc. - NCR involves overseeing the safety and health of workers to ensure a safe working environment.Responsibilities include:Compliance and Risk Management:Ensure compliance with all applicable laws, regulations, and company policies related to workplace safety.Identify and assess potential...


  • Manila, National Capital Region, Philippines Patra Philippines LLC Full time

    About PatraWe are a leading provider of Technology-Enabled Services to the insurance industry, with a commitment to work-life balance and remote work. We believe that happy employees are key to our success.Job DescriptionThe Employee Engagement Specialist plays a critical role in fostering a positive workplace culture at Patra Philippines LLC. This involves...

  • M365 Expert

    3 hours ago


    Manila, National Capital Region, Philippines weSource Management Consultancy Firm Full time

    We are seeking a highly skilled M365 Expert to join our team as a Digital Workplace Specialist. As a key member of our BAU service team, you will be responsible for managing L2 service tickets and incidents concerning M365 collaboration tools.In this role, you will work closely with users to troubleshoot issues and provide one-on-one training on using...


  • Manila, National Capital Region, Philippines Netflix Full time

    Netflix is one of the world's leading entertainment services, with 283 million paid memberships in over 190 countries enjoying TV series, films and games across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time.We are looking for a Workplace...


  • Manila, National Capital Region, Philippines RingCentral Full time

    Overview:RingCentral is a leading cloud-based communications provider that enables human connections. We are looking for a skilled Capacity Planning and Forecasting Specialist to join our team.Key Responsibilities:Perform variance analysis, budgeting, and forecasting.Manage the budget including HC and controllable expenses.Track effectiveness of S&M programs...


  • Manila, National Capital Region, Philippines Country Funders Finance Corporation Full time

    Job FunctionThe HR Employee Relations Specialist plays a critical role in maintaining a positive and productive work environment by resolving workplace conflicts and promoting employee engagement.Main Job Responsibilities:Develop and implement employee relations strategies to enhance job satisfaction and reduce conflicts.Provide coaching and guidance to...


  • Manila, National Capital Region, Philippines iRhythm Technologies, Inc. Full time

    iRhythm Technologies, Inc. values its employees and is committed to creating a positive and supportive work environment.About the Role:This position involves conducting workplace investigations, collaborating with HR colleagues and managers, and developing Performance Improvement Plans (PIPs) to promote employee growth and development.Main...


  • Manila, National Capital Region, Philippines ING Full time

    Global Workplace Services LeadBackground on what ING is about:ING Hubs Philippines (ING Hubs PH) is an international part of the ING organization delivering services to many Business Units across the world for both Wholesale Banking and Retail Banking activities. Working for ING Hubs PH means working with the most diverse workforce and where no challenge is...


  • Manila, National Capital Region, Philippines Pru Life UK Full time

    About the OpportunityAt Pru Life UK, we are looking for a highly motivated and results-driven individual to join our team as a Financial Planning Specialist. In this role, you will have the opportunity to make a positive impact in the lives of our clients by providing expert financial planning solutions.As a Financial Planning Specialist, you will be...


  • Manila, National Capital Region, Philippines ScoutLogic Full time

    Job SummaryA Workplace Health Solutions Specialist at ScoutLogic is primarily responsible for processing drug and occupational health services related to pre-employment background screening applications. This role requires working within client guidelines as well as the Federal Credit Reporting Act's (FCRA) regulations to provide minimal turnaround time and...


  • Manila, National Capital Region, Philippines Emapta Full time

    Role OverviewEmapta Philippines is seeking a highly skilled Workforce Planning Specialist to join their dynamic team. As a Workforce Planning Specialist, you will be responsible for collaborating with Technology Delivery Managers and Program/Project Managers to ensure optimal resource allocation and maximize utilization.Your key responsibilities will include...


  • Manila, National Capital Region, Philippines Kabir Events Full time

    Job Description:Kabir Events seeks an exceptional Event Planning Specialist to join our team. In this role, you will be responsible for planning and coordinating unforgettable weddings that exceed client expectations.About the Job:We are looking for a highly organized and detail-oriented individual who can manage multiple tasks simultaneously. Your expertise...


  • Manila, 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...


  • Manila, National Capital Region, Philippines Space Matrix Design Consultants Full time

    At Space Matrix Design Consultants, we believe that innovative design solutions can transform workplaces and enhance productivity. As a leader in workplace design, our team is dedicated to pushing boundaries and setting new standards for office design firms in Asia.We foster a dynamic company culture that encourages creativity, transparency, and open...


  • Manila, National Capital Region, Philippines Nutri-Asia, Inc. Full time

    About the JobWe are seeking a highly skilled Operations Planning Specialist to join our team at Nutri-Asia, Inc. As an Operations Planning Specialist, you will play a critical role in developing and maintaining accurate demand forecasts that drive business growth.Key ResponsibilitiesDevelop and maintain 18-month rolling forecasts in Anaplan/BobJ/BW to inform...


  • Manila, National Capital Region, Philippines Figaro Coffee Systems, Inc. Full time

    Job DescriptionI. OverviewWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Figaro Coffee Systems, Inc.


  • Manila, National Capital Region, Philippines Waltermart Supermarket Inc. Full time

    Qualifications and ExperienceTo be successful as a Demand Planning Specialist, you will need:Bachelor's degree in a relevant fieldExperience in demand planning or forecastingStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsIf you have a passion for supply chain management and are looking for a challenging role,...


  • Manila, National Capital Region, Philippines RingCentral Full time

    Demand Planning SpecialistDemand Planning SpecialistApply locations Manila, PhilippinesTime type: Full timePosted on: Posted 2 Days AgoTime left to apply: End Date: April 30, 2025 (30+ days left to apply)Job requisition id: R075083Say hello to opportunities at Acquire Asia Pacific Philippines Inc. (Acquire BPO) under the RingCentral account...


  • Manila, National Capital Region, Philippines ACESER PH Full time

    As an Infrastructure Planning Specialist with ACESER PH, you will be responsible for developing and implementing acceptable planning and scheduling techniques. Your strong understanding of project management principles and ability to analyze project data will be valuable assets in this role.Responsibilities:Prepare project methodology, detailed work...