Client Service Manager at Empower Annuity Insurance Company of America

Manila, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

25 Sep, 26

Salary

0.0

Posted On

27 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Plan Administration, Financial Services, ERISA Compliance, DOL Regulations, IRS Regulations, Microsoft Office Suite, Written Communication, Verbal Communication, Presentation Skills, Multi-tasking, Problem Solving, Stakeholder Management, Reporting, Issue Resolution, 401(k) Administration

Industry

Financial Services

Description

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. The Client Service Manager (CSM) serves as the primary operational contact for a specified block of 401(k) retirement plans. The CSM is accountable for overall delivery of service to our plan sponsors, advisors, partners and third-party administrators. Manages daily communications with internal and external parties to maintain and develop strong client relationships; manages and coordinates plan administration; leads client meetings and/or conference calls; proactively maintains plan issues history/log and addresses these items within required timeframes. 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. Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter. Remote and Hybrid Positions For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection. Follow Empower Facebook, LinkedIn, X, Instagram, & Glassdoor

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Responsibilities

The Client Service Manager serves as the primary operational contact for 401(k) retirement plans, ensuring high-quality service delivery to plan sponsors and advisors. Responsibilities include managing daily communications, coordinating plan administration, and resolving escalated issues across internal departments.