Financial Customer Service Professional

On-siteSalary not specified
Philippines

Tech Stack

CommunicationProblem Solving

Job Description, Responsibilities & Requirements

About the Position

Financial Customer Service Professional

Join Empower as a Financial Customer Service Professional and help customers navigate their retirement savings with confidence. You'll receive paid training, robust benefits, and career development resources. It’s a great opportunity to grow your career while making a real impact.

Schedule: Full time

Level: Entry

Location: Taguig City, National Capital Region (Manila), Philippines

Date Posted: 07/02/2026

Responsibilities

As a Financial Customer Service Professional at Empower, you will play a key role in supporting our customers as they navigate their retirement savings journey. You’ll deliver exceptional service by answering questions, processing account updates, and communicating important plan information with accuracy and care.

  • Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information, and tax questions; complexity and scope of questions based on level
  • Assist participants through the navigation of the automated voice response system as well as the website
  • Submit requests for research and follow-up if needed after the initial call
  • Review, comprehend, and implement communication regarding plan updates and changes
  • Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
  • Provide callers with education regarding retirement readiness
  • Consistent adherence to work schedule and punctuality required
  • Work overtime based upon call volumes
  • May be required to make outbound calls; expectation determined by level

Requirements

  • Associate degree in business or related field preferred
  • With no degree, an additional one to two years’ directly related experience is required
  • 1 year of customer service experience, preferably in a financial service-related field
  • Must be available to work during the hours of 8pm – 10 am
  • Fluent in English
  • FINRA fingerprinting required upon hire

We Offer

  • Medical and dental
  • Family support
  • Workplace flexibility

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.

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:
Jul 2, 2026
Apply Now
© 2026 TheJob, Inc. All rights reserved.