Retirement Client Success Advisor

Voya Financial, Inc.; Columbia (SC); Presencial; USD 63.000 - 106.000; Jornada completa

Descripción de la vacante

Voya Financial, Inc. is seeking a Client Relationship Consultant - Retirement in Columbia, SC. You will manage a portfolio of law firm clients, foster satisfaction, and drive retention through proactive service, plan utilization, and fund performance discussions.

Responsibilities include handling inquiries, supporting cyclical events, coordinating with sales and operations, and maintaining deep knowledge of client requirements. This role emphasizes strong communication and ERISA knowledge.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Written and verbal communication

Client relationship management

Regulatory knowledge

Financial services awareness

Educación

Bachelor's degree

Descripción del empleo

Voya Financial, Inc. is seeking a Client Relationship Consultant - Retirement in Columbia, SC. You will manage a portfolio of law firm clients, foster satisfaction, and drive retention through proactive service, plan utilization, and fund performance discussions.

Responsibilities include handling inquiries, supporting cyclical events, coordinating with sales and operations, and maintaining deep knowledge of client requirements. This role emphasizes strong communication and ERISA knowledge.