Client Relationship Associate, Wealth Management

Voya Financial, Inc.; Boston (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

Voya Financial, Inc. in Boston's Seaport is seeking a Client Relationship Associate to be the operational backbone of a Wealth Consultants team. You’ll ensure client requests are heard, resolved, and tracked, while studying for Series 7 and Series 66 licenses as part of the role.

You'll manage funding paperwork, account documentation and new account processing, coordinating with internal teams to maintain a seamless client experience. A proactive, detail-oriented mindset is essential for success.

Qualifications

• Strong technical aptitude and customer service instincts.
• Demonstrated relationship-building skills in a phone-based or client-facing environment.
• Strong communication skills, written and verbal.
• Detail-oriented with the ability to manage multiple priorities in a fast-moving environment.
• Background in Defined Contribution or retail investment products a plus.

Responsibilities

• Deliver Outstanding Client and Participant Experiences.
• Serve as a primary point of contact for retail clients and retirement plan participants.
• Handle approximately 30 inbound service calls daily and route as needed with care.
• Follow up proactively to keep items from sitting open.
• Support licensing study for Series 7 and Series 66.

Skills

Strong communication

Relationship-building

Customer service instincts

Attention to detail

Multi-tasking

Phone-based/client-facing experience

Education

Bachelor’s degree in finance or related business field

Job description

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture?

Profile Summary

Are you ready to join a company with a strong purpose and a winning culture? Start your Voya Journey. Voya Wealth Management is building something new in Boston’s Seaport, and this role is at the center of it.

As a Client Relationship Associate, you’ll be the operational backbone of a high-performing team of Wealth Consultants and Wealth Strategists. You’re not just answering phones - you’re making sure clients feel heard, requests get resolved, and nothing falls through the cracks. This is how careers in wealth management get built: by learning the business from the inside out. You’ll also be supported in pursuing your Series 7 and Series 66 licenses - study time is part of the role, not something you squeeze in after hours. Getting licensed isn’t just encouraged here, it’s the plan. This role is ideal for a proactive, detail-oriented professional who takes ownership of every client interaction, thrives in a fast-paced environment, and wants a career path built on impact, not just a job title. Your ideas matter here.

Profile Description

Deliver Outstanding Client and Participant Experiences Serve as a primary point of contact for retail clients and retirement plan participants. Handle approximately 30 inbound service calls daily - resolving what you can, and routing what you can’t with context and care. Follow up proactively so nothing sits open longer than it should. Partner with internal teams to keep the client experience seamless end to end. Keep the consulting Team Client-Facing. Wealth Consultants trust you to own the details - so they can stay focused on advising Manage funding paperwork, account documentation, and new account processing Track open items and see them through to completion. Coordinate with operations, compliance, and back-office partners as needed. Build Your Foundation in Wealth Management -Dedicate time during your workday to studying for your Series 7 and Series 66 licenses. Gain direct exposure to advisor workflows, investment products, and client relationship management. Develop the knowledge and credentials to grow into a licensed consultant role at Voya. Support Account Servicing, Trading, and Funding Assist with brokerage account trading, servicing and mutual fund transactions. Support self-directed customers with funding new online accounts. Help clients consolidate outside retirement assets into new retirement accounts. Drive Rollover and Sales Support Activities Make outbound calls to participants to follow up on outstanding paperwork and rollover status. Coordinate with outside carriers and plan sponsors to gather required information and signatures. Communicate with agents and brokers to answer inquiries and resolve problems efficiently. Operate with Purpose and Discipline Maintain compliance with regulatory and fiduciary standards across all client interactions. Use data, activity metrics, and client feedback to continuously improve how you serve clients. Represent Voya’s values in every interaction: putting people first, planning for the long term, and doing what’s right.

How We Work at Voya

Our Core 4

Customer Obsession: We put the customer at the center of every decision.

Transform with AI & Automation: We continuously improve how work gets done through innovation.

Drive Performance Through Our People: We invest in learning, growth, and putting the right people in the right roles.

Execute on the Fundamentals: We lead with discipline, consistency, and attention to detail.

Knowledge and Experience

• Bachelor’s degree in finance or a related business field preferred.
• Strong technical aptitude and customer service instincts.
• Demonstrated relationship-building skills in a phone-based or client-facing environment.
• Strong communication skills, written and verbal.
• Detail-oriented with the ability to manage multiple priorities in a fast-moving environment.
• Background in Defined Contribution or retail investment products a plus.

Licensing

We will support and train you toward obtaining your SIE, Series 7, and Series 66, setting you up for long-term success in wealth management.

This role is 5 days per week in our new Boston Seaport location.

Compensation Pay Disclosure

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $70,000-$80,000 USD

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