Client Relationship Associate, Wealth Management

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

Benefits offered by this job

Health insurance

401(k) plan with company match

Tuition reimbursement

Paid time off

Job summary

Voya Financial is seeking a Client Relationship Associate in Boston Seaport to serve as the operational backbone for wealth consultants. You’ll handle client inquiries, process documentation, and coordinate with back-office teams, while pursuing Series 7/66 licenses as part of the role.

You’ll work in a fast-paced, client-centric environment, expanding your knowledge of advisor workflows and retirement products, with a clear path toward becoming a licensed consultant at Voya.

Qualifications

• 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

• Serve as a primary point of contact for retail clients and retirement plan participants.
• Handle approximately 30 inbound service calls daily and route when needed with context.
• Follow up proactively to keep items from sitting open.
• Partner with internal teams to keep the client experience seamless end to end.
• Support account servicing, trading, funding, and new account processing.
• Coordinate with operations, compliance, and back-office partners as needed.
• Dedicate time to studying for Series 7 and Series 66 licenses.
• Gain exposure to advisor workflows, investment products, and client management.
• Develop knowledge to grow into a licensed consultant role at Voya.
• Assist with brokerage 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.
• Make outbound calls to follow up on paperwork and rollover status.
• Coordinate with carriers and plan sponsors for information and signatures.
• Communicate with agents and brokers to resolve problems efficiently.
• Maintain compliance with regulatory and fiduciary standards.
• Use data and client feedback to improve service.
• Represent Voya’s values: people first, long-term planning, doing what’s right.

Skills

Relationship-building

Customer service

Communication skills

Detail-oriented

Financial services knowledge

Education

Bachelor’s degree in finance or related field

Job description

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

• We’re looking for curious, client-obsessed professionals who are energized by meaningful conversations and want to grow in financial services.
• 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

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• 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

Critical Skills

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.