Manager Client Services
Job ID R.0050316 Primary location City of Taguig, Philippines Date posted 01/23/2025 Worker type Regular Workplace flexibility OnsiteOur 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.
This position is responsible for managing and overseeing assigned client service activities. This position is responsible for ensuring high quality service of individual products is provided to all clients in an efficient cost-effective manner. To provide leadership to all members of the team including their growth and development and job enrichment. To provide effective verbal and written communication through continuous training programs.
Essential Functions:
- Responsible for managing and overseeing assigned client service activities.
- Ensure high quality service of individual products is provided to all clients in an efficient cost-effective manner.
- Provide leadership to all members of the team including their growth and development and job enrichment.
- May have dotted line leadership responsibilities with Managers within segment to drive segment goals and objectives.
- Stay current on legal and regulatory issues and how these impact Empower's clients.
- Dotted line Supervisory responsibilities to Managers in Client Services and Associates reporting through these Managers.
- Other duties as assigned.
Qualifications:
- Bachelor’s degree in a related field or an equivalent combination of education and work experience.
- Requires FINRA Series 6, 26, 63 permitted, but not required.
- Corporate-established timelines apply to permitted registrations.
- FINRA fingerprinting required.
- Previous management experience leading a client facing service team.
- 5+ years relevant work experience, or an equivalent combination of training and experience.
- Previous experience attracting, managing, retaining, and growing/developing staff.
- Familiarity with employee benefits recordkeeping systems and processes.
- Adept at Microsoft Office software programs.
- Intermediate level of autonomy and degree of decision making and escalates high impact decisions to senior management.
- Budgetary responsibility for staffing requirements.
- Cross-functional collaboration with legal, compliance, systems, financial control, technical support.
- Works with a wide audience, including senior management and frontline associates.
- This position manages Client Service Managers (CSMs) and is responsible for the performance management and hiring of these positions.
Professional office environment and regular use of office equipment such as computers, phones, fax and copy machines.
While performing the duties of this job, this role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write reports and correspondence, listen, verbally communicate, present information, and respond to questions, collect and analyze data, problem solve, concentrate, follow direction.
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.
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Who we are
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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