Job Description, Responsibilities & Requirements
About the Position
Job ID R.0059708
Primary location
City of Taguig, Metro Manila
Date posted 06/26/2026
Worker type Regular
Workplace flexibility Onsite
At Empower, our vision is to transform financial lives by giving our people the freedom to transform their own. We offer a flexible work environment, fluid career paths, and celebrate internal mobility. We prioritize purpose, well-being, and work-life balance. Our inclusive environment and community involvement are core to who we are.
Empower Yourself and chart your own path while helping more customers achieve financial freedom.
Responsibilities
As the Client Service Manager (CSM), you will serve as the primary operational contact for a specified block of 401(k) retirement plans. Your responsibilities will include:
- Managing daily communications with internal and external parties to maintain and develop strong client relationships.
- Managing and coordinating plan administration.
- Leading client meetings and/or conference calls.
- Proactively maintaining plan issues history/log and addressing these items within required timeframes.
- Proactively following 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
- Pricing changes/recoveries
- Proactively addressing and communicating 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.
- Ensuring issues are being resolved and clients are kept apprised of progress, ensuring the highest level of client service and satisfaction.
- Coordinating production and rollout of custom or specialized reporting for clients.
- Promptly handling escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical support.
- Participating in and/or coordinating conference calls and meetings to consult and assist clients with questions or issue resolution.
Requirements
- 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 Offer
- 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.
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.
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