Client Relationship Consultant - Retirement

CTS Voya Institutional Plan Services, LLC; Georgia; Hybrid; USD 63.000 - 106.000; Vollzeit

Zusammenfassung

Voya Financial, Inc. in the United States is seeking a Client Relationship Consultant - Retirement to build, maintain, and enhance relationships with an assigned book of law firm clients under general supervision.

This role drives client satisfaction and retention through proactive discussions about service levels, plan utilization, product offerings, and fund performance. The responsibilities include responding to emails and phone inquiries, assisting with Form 5500, nondiscrimination testing,

Qualifikationen

• Bachelor's degree required.
• FINRA SIE and Series 6 must be obtained within 120 days.
• 3+ years of plan/client relationship experience.
• Strong written and verbal communication skills.
• Strong working knowledge of 401(k) plans and ERISA provisions.
• Good working knowledge of the company’s products and services.

Aufgaben

• Respond to email and phone inquiries from an assigned book of business.
• Assist assigned clients through cyclical events, including Form 5500, nondiscrimination testing, and year-end activities.
• Support client satisfaction and retention through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance.
• Work closely with sales, recordkeeping, and operations teams to support client needs.
• Resolve client issues and elevate matters to management as appropriate.
• Develop and maintain a thorough understanding of assigned clients’ requirements.
• Maintain overall responsibility for client relationships and client retention.

Kenntnisse

Communication skills

Client relationship management

Financial services knowledge

Attention to detail

Ausbildung

Bachelor's degree

FINRA SIE

Series 6

Jobbeschreibung

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?

The Client Relationship Consultant - Retirement

The Client Relationship Consultant - Retirement builds, maintains, and enhances relationships with an assigned book of existing law firm clients under general supervision. This role helps drive client satisfaction and retention through proactive discussions regarding service levels, plan utilization, product offerings, and fund performance.

The Contributions You’ll Make

• Respond to email and phone inquiries from an assigned book of business.
• Assist assigned clients through cyclical events, including Form 5500, nondiscrimination testing, and year-end activities.
• Support client satisfaction and retention through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance.
• Work closely with sales, recordkeeping, and operations teams to support client needs.
• Resolve client issues and elevate matters to management as appropriate.
• Develop and maintain a thorough understanding of assigned clients’ requirements.
• Maintain overall responsibility for client relationships and client retention.
• Perform other duties as assigned.

Minimum Knowledge & Experience

• Bachelor's degree required.
• FINRA SIE and Series 6 must be obtained within 120 days 3+ years of plan/client relationship experience.
• Strong written and verbal communication skills.
• Strong working knowledge of 401(k) plans and applicable ERISA provisions.
• Good working knowledge of the company’s products and services.

Preferred Knowledge & Experience

• OMNI experience preferred.

How This Role Aligns to Our Core Four

Instill Customer Obsession: Build trusted relationships with law firm clients by understanding their needs, providing responsive service, and proactively supporting client satisfaction and retention.

Transform with Automation/AI: Leverage available automation, AI, and digital tools responsibly to reduce friction and improve the quality and efficiency of client support.

Drive Higher Performance Through Our People: Partner closely with sales, recordkeeping, and operations teams to resolve client needs, create accountability, and deliver a consistent client experience.

Execute on the Fundamentals: Support accurate and consistent plan servicing by maintaining strong knowledge of client requirements, 401(k) plans, ERISA provisions, and key cyclical activities.

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.

$63,470 - $105,800 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.

Learn more about Voya benefits (download PDF).

• 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.

Misuse of Voya's name in fraud schemes

Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships.

Employer Values

Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on‑site and others may be fully remote, depending on business needs.

We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work Institute as a Great Place to Work for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible.

Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.

For more information visit https://www.voya.com/