Assoc Client Service Mgr - Inbound Call Center

Assoc Client Service Mgr - Inbound Call Center

Apply remote type: Onsite Locations: PH Manila Time type: Full time Posted on: Posted 2 Days Ago Time left to apply: End Date: February 14, 2025 (29 days left to apply) Job requisition id: R.0050310 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. Responsible for answering incoming telephone inquiries regarding retirement plans from plan sponsors, advisors, partners, and third-party administrators. Accountable for daily support of our clients and intermediaries by responding timely and accurately to general and technical inquiries. Manage daily communications with internal and external parties to maintain strong client relationships; manage and coordinate inquiries and address issues within required timeframes.

DUTIES/RESPONSIBILITIES/ESSENTIAL FUNCTIONS

• Proactively follows up on outstanding issues with internal functional areas as well as with external clients.
• Typically handles issues related to: contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting, and general inquiries.
• Ensures issues are being resolved and clients are kept apprised of progress ensuring the highest level of client service and satisfaction.
• Typically handles straightforward problems/issues and refers more complex issues to senior staff.
• Educates clients on plan provisions and functionality of plan sponsor website and EIVR.
• Promptly handles escalated issues.
• Promotes self-service and education on the plan sponsor service center.
• Assist with coordination of various client tasks for senior staff.

EDUCATION

High School Diploma

REGISTRATIONS/CERTIFICATIONS/LICENSING REQUIRED

• FINRA Series 6 Permitted, but not required. Corporate established timelines as applied to permitted positions.
• FINRA Fingerprinting required.

OTHER PREFERRED QUALIFICATIONS

• 0-1 year experience in financial services industry.
• Knowledge of Microsoft Office Suite.
• 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.

This job description is not intended to be an exhaustive list of all duties, responsibilities, and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required to perform other duties that are not included in this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. 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. #J-18808-Ljbffr