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

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial's Wealth Management team in Boston Seaport is hiring a Client Relationship Associate to act as the operational backbone of a high-performing team of Wealth Consultants and Wealth Strategists.

You will be the primary contact for retail clients and retirement plan participants, handling roughly 30 inbound calls daily, ensuring issues are resolved and no item falls through the cracks while building your foundation in wealth management and pursuing Series 7/66 licenses as part of the

Qualifications

• Bachelor’s degree in finance or related business field preferred.
• Strong communication skills, written and verbal.
• Demonstrated relationship-building skills in a phone-based or client-facing environment.
• 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 - 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.
• Coordinate with operations, compliance, and back-office partners as needed.
• Dedicate time during your workday to studying for your Series 7 and Series 66 licenses.

Skills

Customer service

Relationship-building

Communication

Attention to detail

Multitasking

Education

Bachelor's degree in finance or related business field

Tools

Series 7 license prep

Series 66 license prep

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.

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

Learn more about Voya benefits

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• 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.

Learn more about Critical Skills

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.