Retirement Plan Client Relations Advisor

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

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.