Plan Manager-Tax Exempt Retirement

Voya Financial, Inc.; Connecticut; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Paid time off

Diversity celebration day

Job summary

Voya Financial, Inc. is seeking a Tax Exempt TPA Services Representative to be the primary contact for assigned sponsored retirement plans and deliver exceptional service.

You will collaborate with internal teams and external stakeholders to strengthen client relationships and support plan retention. The role emphasizes relationship management, cross-functional collaboration, and contributing to operational excellence.

Qualifications

• High School Diploma or GED.
• ~3+ years of experience within the financial services industry.
• ~ Demonstrated customer service experience and strong client support skills.
• Bachelor's degree.

Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Participate in relationship management activities with plan sponsors and customers.
• Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
• Contribute to product development initiatives and process improvement efforts.
• Independently resolve complex customer service and communication issues.

Skills

Customer service

Relationship management

Financial services

Communication skills

Education

Bachelor's degree

Job description

Company Overview

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. 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. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Role Summary

As a Tax Exempt TPA Services Representative, you will serve as the primary point of contact for assigned sponsored retirement plans, helping clients achieve their goals through exceptional service and relationship management. In this role, you'll collaborate with internal business partners and external stakeholders to resolve inquiries, strengthen client relationships, and support plan retention efforts. This position offers the opportunity to make a meaningful impact by delivering a superior customer experience while contributing to operational excellence and business growth.

Key Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Participate in relationship management activities with plan sponsors and customers.
• Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
• Contribute to product development initiatives and process improvement efforts.
• Independently resolve complex customer service and communication issues.

Qualifications

• High School Diploma or GED.
• ~3+ years of experience within the financial services industry.
• ~ Demonstrated customer service experience and strong client support skills.
• ~ Bachelor's degree.

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.

$Voya benefits are designed to help you do just that. To help you and your family be well and stay well.

Benefits

• Health, dental, vision and life insurance plans
• ~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.
• ~ Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.

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.

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