Client Relationship Manager – Tax Exempt
Voya Financial
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Connecticut • Massachusetts • United States
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Salary
💰 $84,930 - $141,560 per year
About the role
- Manages all aspects of Large Market Tax Exempt/401k sponsored plans
- Maintain and enhance relationships with existing clients
- Help to contribute to increased profitability
- 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
Requirements
- Bachelors degree in Business Administration or equivalent
- 3+ years financial services industry experience
- Customer Services experience/skills
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship managementcustomer servicecommunicationproblem resolutionprocess improvementprofitability contribution
Certifications
Bachelor's degree in Business Administration