Operations Executive

Voya India; India; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Voya India is seeking a Plan Consultant / Plan Manager to act as the primary client contact for day-to-day service requests, coordinating between the client, Operations, and the Call Center. You will serve as the 2nd level contact and Subject Matter Expert for plan administration.

In this role you will participate in client calls, support audits, and help with plan data maintenance, reporting, and issue resolution. Strong communication and organization are essential for success in a dynamic team.

Qualifications

• College degree required.
• 2-9 years of defined contribution work & operations experience.
• 1-5 defined contribution client services/plan administration experience.
• Solid technical aptitude of MS Office with strong Excel.
• Knowledge of Omni is a plus.

Responsibilities

• Serve as primary client contact for day-to-day customer service requests and liaison between client, Operations, and Call Center.
• Act as 2nd level of client day-to-day contact and SME for plan administration.
• Participate in regular client calls and on-demand meetings; support service reviews.

Skills

Written communication

Verbal communication

Client management

Relationship management

Engaging

Customer service

Analytical

Organized

Attention to detail

Strategic

Multi-tasking

Education

College degree

Tools

MS Office

Excel

Omni (knowledge)

Job description

Plan Consultant / Plan Manager Domain: US Retirement Services / Wealth Solutions Role Description

• Primary client contact for all day to day customer service requests and acts as a liaison between the client, Operations, and the Call Center
• 2nd level of client day/day contact
• Client Services / Plan Administration Subject Matter Expert
• Participates in regularly scheduled client calls and on demand meetings
• Available to participate in service reviews
• Internal/External Audit support
• Provides customer support for routine inquiries or requests
• Resolves plan and participant level issues
• Coordinates all internal resources and questions from client (Legal, Qualified Plan Consulting) and facilitates to resolution
• Coordinates with internal operations departments to ensure accurate, complete, and timely processing of transactions
• Participates in relationship management and identifies and assists with plan retention opportunities
• Supports plan operation through resolution of sponsor & sponsor-initiated inquiries
• Maintenance of plan and participant data, and problem research and resolution
• Handle Multiple Clients
• Ensure best practices used across clients
• Back up structure for client coverage
• Responsible for monthly client reporting
• Preparation of ad hoc reporting

Skills and Competencies

• Strong Written Communication
• Excellent Verbal Communication
• Excellent Client Management Skills
• Partnership and Client Relationship Management
• Engaging
• Strong Customer Service Skills
• Analytical
• Highly Organized
• Strong Attention to detail
• Strategic
• Strong Multi-tasking skills

Qualifications

• College Degree
• 2-9 years of Defined Contribution work & operations experience
• 1-5 Defined Contribution Client Services/Plan Administration experience
• Solid technical aptitude of MS Office with strong excel
• Knowledge of Omni is a plus