Retirement Plan Client Relationship Lead

Voya Financial, Inc.; Georgia; Hybrid; USD 63,000 - 106,000; Full time

Job summary

Voya Financial, Inc. in the United States is seeking a Client Relationship Consultant - Retirement to build, maintain, and enhance relationships with an assigned book of law firm clients under general supervision.

This role drives client satisfaction and retention through proactive discussions about service levels, plan utilization, product offerings, and fund performance. The responsibilities include responding to emails and phone inquiries, assisting with Form 5500, nondiscrimination testing,

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.

Skills

Communication skills

Client relationship management

Financial services knowledge

Attention to detail

Education

Bachelor's degree

FINRA SIE

Series 6

Job description

Voya Financial, Inc. in the United States is seeking a Client Relationship Consultant - Retirement to build, maintain, and enhance relationships with an assigned book of law firm clients under general supervision.

This role drives client satisfaction and retention through proactive discussions about service levels, plan utilization, product offerings, and fund performance. The responsibilities include responding to emails and phone inquiries, assisting with Form 5500, nondiscrimination testing,