Client Service Manager (Fintech)

TL;DR

Client Service Manager (Fintech): Managing the operational delivery of service for 401(k) retirement plans with an accent on plan administration and stakeholder communication. Focus on resolving complex recordkeeping issues, ensuring regulatory compliance with ERISA/IRS, and coordinating custom reporting for plan sponsors.

Location: Onsite in Taguig, Metro Manila, Philippines

Company

A financial services organization dedicated to transforming financial lives through retirement plan management and wealth solutions.

What you will do

• Serve as the primary operational contact for a specified block of 401(k) retirement plans.
• Manage daily communications with plan sponsors, advisors, partners, and third-party administrators to maintain strong relationships.
• Coordinate plan administration including set-up, documents, contributions, loans, and distributions.
• Communicate essential recordkeeping information, such as compliance testing results and regulatory changes, to stakeholders.
• Resolve escalated issues by coordinating with internal legal, compliance, systems, and technical support departments.
• Oversee the production and rollout of custom or specialized reporting for clients.

Requirements

• Associate’s degree in Business, Finance, or a related field (or equivalent experience).
• 3+ years of experience in the financial services industry.
• Knowledge of ERISA, DOL, and applicable IRS regulations related to retirement plans.
• Proficiency in Microsoft Office Suite.
• Excellent written and verbal communication and presentation skills.
• Location: Must be based in Taguig, Metro Manila.

Culture & Benefits

• Flexible work environment with fluid career paths and a culture of internal mobility.
• Strong focus on employee purpose, well-being, and work-life balance.
• Welcoming and inclusive environment with significant corporate volunteering opportunities.
• Commitment to diversity and equal opportunity employment.