Retirement Plan Client Relations Specialist

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

Benefits offered by this job

Health, dental, vision and life保险计划

401(k) Matching contributions

Voya Retirement Plan employer match (4

Tuition reimbursement

Paid time off with holidays

Volunteer time off

Job summary

Voya Financial, Inc. is seeking a Client Relationship Consultant - Retirement to grow and maintain relationships with an existing book of law firm clients under general supervision.

You will drive client satisfaction by discussing service levels, plan utilization, product offerings, and fund performance. Responsibilities include handling inquiries, assisting with cyclical events, and collaborating with sales, recordkeeping, and operations teams to meet client needs.

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 applicable 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 relationship management

Written and verbal communication

Knowledge of 401(k) plans

ERISA provisions knowledge

FINRA SIE & Series 6 readiness

Education

Bachelor's degree

Job description

Voya Financial, Inc. is seeking a Client Relationship Consultant - Retirement to grow and maintain relationships with an existing book of law firm clients under general supervision.

You will drive client satisfaction by discussing service levels, plan utilization, product offerings, and fund performance. Responsibilities include handling inquiries, assisting with cyclical events, and collaborating with sales, recordkeeping, and operations teams to meet client needs.