Associate Client Service Mgr

On-siteSalary not specified
Philippines

Job Description, Responsibilities & Requirements

About the Position

Job ID R.0059709

Primary location

City of Taguig, Metro Manila

Date posted 06/26/2026

Worker type Regular

Workplace flexibility Onsite


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.


Responsibilities

  • Proactively follow up on outstanding issues with internal functional areas as well as with external clients
  • Handle issues related to: contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting, and general inquiries
  • Ensure issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction
  • Handle straightforward problems/issues and refer more complex issues to senior staff
  • Educate clients on plan provisions and functionality of plan sponsor & participant websites and EIVR
  • Promptly handle escalated issues
  • Promote self-service and education on the plan sponsor service center
  • Assist with coordination of various client tasks for senior staff

Requirements

  • High School Diploma
  • 0 - 1 year experience in financial services industry
  • Knowledge of ERISA, DOL, and applicable IRS regulations related to retirement plans

Nice to Have

  • Knowledge of Microsoft Office Suite
  • Strong written and verbal communication skills
  • Ability to multi-task, prioritize, and problem-solve effectively

We Offer

  • Competitive salary
  • Flexible work environment
  • Opportunities for internal mobility
  • Commitment to diversity and inclusion

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.


Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

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.

Job Details

Company name:
MoneyMade
Location:
Philippines
Work Mode:
On-site
Posted on TheJob:
Jul 14, 2026
Last checked:
Jul 14, 2026
Posted on the source:
Jun 26, 2026
Apply Now
© 2026 TheJob, Inc. All rights reserved.