Job Description, Responsibilities & Requirements
About the Position
Job ID R.0059710
Primary location
City of Taguig, Metro Manila
Date posted 06/26/2026
Worker type Regular
Workplace flexibility Onsite
We are seeking an Associate Client Service Manager - Inbound Call Center to join our team in Taguig City, Philippines. This role is pivotal in managing client inquiries and providing support related to retirement plans.
Responsibilities
- Answer incoming telephone inquiries regarding retirement plans from plan sponsors, advisors, partners, and third-party administrators.
- Manage daily communications with internal and external parties to maintain strong client relationships.
- Handle issues related to contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting, and general inquiries.
- Ensure issues are resolved and clients are kept apprised of progress, ensuring the highest level of client service and satisfaction.
- Educate clients on plan provisions and the functionality of the plan sponsor website and EIVR.
- 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
Nice to Have
- 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
We Offer
- Flexible work environment
- Fluid career paths
- Opportunities for internal mobility
- Commitment to purpose, well-being, and work-life balance
- Welcoming and inclusive environment
- Opportunities for volunteering
About the Company
Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
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.