Client Service Manager (401(k) Retirement Plans)

Location: Onsite in City of Taguig, Metro Manila, Philippines

Company

hirify.global provides retirement and financial services focused on helping customers achieve financial freedom.

What you will do

• Serve as the primary operational contact for an assigned portfolio of 401(k) retirement plans.
• Manage daily communications with plan sponsors, advisors, partners, and third-party administrators.
• Coordinate plan administration activities, including plan setup, contributions, loans, distributions, enrollment, amendments, payroll changes, and pricing updates.
• Lead client meetings and conference calls, track action items, and coordinate timely issue resolution.
• Communicate recordkeeping information, compliance testing results, regulatory changes, plan design considerations, and product enhancements.
• Partner with operations, legal, compliance, systems, financial control, and technical support teams to resolve escalated issues and deliver custom client reporting.

Requirements

• Associate’s degree in Business, Finance, or a related field, or equivalent work experience.
• 3+ years of experience in the financial services industry.
• Knowledge of 401(k) retirement plans and retirement plan administration.
• Knowledge of ERISA, U.S. Department of Labor, and applicable IRS regulations related to retirement plans.
• Proficiency with Microsoft Office Suite and strong written, verbal, and presentation skills.
• Ability to manage multiple priorities, organize work effectively, and solve problems in a client-service environment.

Nice to have

• Experience supporting defined contribution plans, plan sponsors, advisors, or third-party administrators.
• Experience with retirement plan recordkeeping or plan administration platforms.
• Experience managing escalated client issues across operations, legal, compliance, technology, and other functional teams.

Culture & Benefits

• Flexible work environment and opportunities for internal mobility.
• Focus on purpose, well-being, and work-life balance.
• Inclusive workplace with opportunities to contribute to community volunteering.