Client Services Specialist

3 days ago

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

Transform Lives with Financial Freedom

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We're a forward-thinking organization that's redefining the way we approach financial services. Our vision is built on empowering our people to transform their own lives, and we're dedicated to creating a welcoming and inclusive environment for everyone.

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At the heart of our mission is the desire to help more customers achieve financial freedom. We believe in providing the tools and resources needed to chart your own path and grow your career.

">Key Responsibilities">
  • Proactively follow up on outstanding issues related to plan set-up, 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">
  • 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">
">Required Skills and Qualifications">
  • 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">
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We value diversity and welcome applications from all qualified individuals. All 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.

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