Retirement Plan Client Relations Specialist

Voya Financial, Inc.; Minneapolis (MN); On-site; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Matching

Tuition Reimbursement

Paid Time Off

Volunteer Time Off

Job summary

The Client Relationship Consultant - Retirement at Voya Financial, Inc. in Minneapolis balances building and maintaining relationships with an assigned book of existing law firm clients under general supervision.

You will drive client satisfaction and retention through proactive discussions about service levels, plan utilization, product offerings, and fund performance. This role requires a Bachelor's degree, FINRA SIE and Series 6 within 120 days, and 3+ years of plan/client relationship

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 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.

Skills

Client relationships

Communication

Financial services

Education

Bachelor's degree

FINRA SIE

Series 6

Job description

The Client Relationship Consultant - Retirement at Voya Financial, Inc. in Minneapolis balances building and maintaining relationships with an assigned book of existing law firm clients under general supervision.

You will drive client satisfaction and retention through proactive discussions about service levels, plan utilization, product offerings, and fund performance. This role requires a Bachelor's degree, FINRA SIE and Series 6 within 120 days, and 3+ years of plan/client relationship