Client Relationship Consultant

Voya; Connecticut; Hybrid; USD 60,000 - 101,000; Full time

Job summary

A leading financial services company based in Connecticut is seeking a Client Relationship Consultant. This role involves close interaction with clients and the Operations team, focusing on retirement plans and ensuring best practices. Candidates must have a BS degree and 2+ years of experience in retirement plans. This position allows remote work but requires occasional travel. A competitive salary range of $60,450 – $100,760 USD is offered, along with comprehensive benefits including health insurance and a 401(k) plan.

Benefits

Health, dental, vision and life insurance plans

401(k) Savings plan

Tuition reimbursement up to $5,250/year

20 days paid time off

Paid volunteer time — 40 hours per calendar year

Qualifications

• 2+ years’ experience in Retirement Plans.
• Strong organizational skills are essential.
• Independent self-starter who thinks proactively.

Responsibilities

• Maintain close interaction with Operations team on daily processing.
• Ensure best practices across clients.
• Responsible for monthly client reporting.

Skills

Customer Focused

Analytical skills

Time Management

Communication skills

Problem-solving skills

Education

BS Degree or equivalent experience

Tools

MS Office

Excel

Job description

Overview

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? Start your Voyage — Apply Now

Profile Summary

Profile Summary: Client Relationship Consultant will have close interaction with Operations team working closely on daily processing and questions/research/attention items through automated workflow system (task manager/client workflow). Please note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office.

Profile Description

Profile Description: Typically have 2-4 clients. Ensure best practices used across clients. Back up structure for client coverage. 2nd level of client day/day contact. Responsible for monthly client reporting. Internal/External Audit support. Problem resolution. Participates in regularly scheduled client calls and on demand meetings. Available to participate in service reviews.

Knowledge & Experience

• BS Degree or equivalent experience
• 2+ years’ experience in Retirement Plans
• MS Office with strong Excel knowledge
• Strong organizational, analytical and problem-solving skills
• Strong communication skills
• Strong Time Management skills
• Independent self-starter who things proactively

Compensation

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.

Salary range: $60,450 – $100,760 USD

What We Offer

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

Learn more about 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.

Equal Employment Opportunity

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 .

Voya