Retirement Client Success Advisor

Voya Financial, Inc.; Oregon; Ibrido; USD 63.000 - 106.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) matching

Retirement plan

Tuition reimbursement

Paid time off

Volunteer time

Descrizione del lavoro

Voya Financial, Inc. is seeking a Client Relationship Consultant - Retirement to manage an assigned book of existing law firm clients and grow satisfaction and retention through proactive discussions on service levels, plan utilization, products, and fund performance.

You will partner with sales, recordkeeping, and operations to support client needs, resolve issues, and maintain deep knowledge of each client's requirements, ensuring a strong ongoing relationship.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Strong communication skills

Plan/client relationship experience

401(k) knowledge

ERISA knowledge

Formazione

Bachelor's degree

Descrizione del lavoro

Voya Financial, Inc. is seeking a Client Relationship Consultant - Retirement to manage an assigned book of existing law firm clients and grow satisfaction and retention through proactive discussions on service levels, plan utilization, products, and fund performance.

You will partner with sales, recordkeeping, and operations to support client needs, resolve issues, and maintain deep knowledge of each client's requirements, ensuring a strong ongoing relationship.