Client Relationship Consultant - Retirement

Voya Financial, Inc.; United States; Remote; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health, dental, vision, and life-insur

401(k) Savings plan with company match

Voya Retirement Plan – employer paid 4

Tuition reimbursement up to $5,250/yr

Paid time off – 20 days + holidays

Paid volunteer time — 40 hours/yr

Job summary

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

You will drive client satisfaction and retention through proactive discussions on service levels, plan utilization, products, and fund performance. The role requires 3+ years in plan/client relationships, a Bachelor’s degree, and FINRA SIE/Series 6 within 120 days.

Qualifications

• 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.

Responsibilities

• 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 escalate 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.

Skills

Plan/client relationship experience

Written/verbal communication

401(k) and ERISA knowledge

Product knowledge

FINRA SIE

Series 6

Bachelor’s degree required

Education

Bachelor's degree

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.

Get to Know the Opportunity:

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 **escalate** 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:

Voya’s Core Four guide how we deliver for our customers and each other, and this role brings those expectations to life through strong client relationships, thoughtful service, collaboration, and operational excellence.

• 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.

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 (download PDF)

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.

Misuse of Voya’s name in fraud schemes