Client Service Representative

Personal Capital

Personal Capital

Customer Service
Taguig, Metro Manila, Philippines · Taguig, Metro Manila, Philippines · Fairfax, VA, USA
Posted on Mar 24, 2025

Client Service Representative

Job ID R.0050990 Primary location City of Taguig, Philippines Date posted 03/23/2025 Worker type Regular Workplace flexibility Onsite

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.

The Client Service Representative handles inbound calls from existing Empower customers. The primary goal is to support callers with all aspects of their account needs on the Automatic Rollover IRA. Well qualified candidates will have a strong focus on customer service with a firm understanding of current financial markets and retirement account operations.

What you will do

  • Engage with customers via inbound calls, respond to their inquiries, and process requests
  • Deliver professional service with a pleasant phone demeanor and strong communication skills
  • Manage a wide array of service requests including account maintenance and withdrawal requests
  • Deliver a responsive client experience by taking ownership, delivering accurate information, and collaborating with internal business partners
  • Create a positive service experience by confidently navigating problems and finding solutions independently
  • Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls
  • Achieve and maintain a high level of customer satisfaction and performance metrics

What you will bring

  • Minimum of 1+ years customer service experience
  • Demonstrated enthusiasm for providing quality service in a professional environment
  • Ability to work in a fast paced, client-driven call center with a cheerful demeanor
  • Strong active listening and verbal communication skills to support our diverse customer base
  • Ability to use, navigate, troubleshoot and operate multiple technology platforms simultaneously

What will set you apart

  • Financial industry experience preferred

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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