Voya Financial

Client Relationship Manager, Retirement

Voya Financial

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
✨ AI Apply
Manual Apply

Salary

💰 $84,930 - $141,560 per year

Job Level

Mid-LevelSenior

About the role

  • Manages all aspects of Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.
  • Please Note: This position allows remote work from home but will require travel to our Voya office as business requires.
  • Candidates must be located within a 50-mile radius from your assigned office.
  • The Contributions You’ll Make: Typically responsible for 1-4 clients
  • Serves as primary customer contact for specific sponsored plans
  • Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)
  • Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's.
  • Contributes to product development and process improvement efforts
  • Directly resolves complex service and communications issues with customers
  • Identifies and assists field partners with plan retention opportunities
  • Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
  • Other duties as assigned.

Requirements

  • Bachelors degree in Business Administration or equivalent 3+ years financial services industry experience
  • Customer Services experience/skills
  • Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred