Retirement Plan Client Relationships Consultant

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

Benefits offered by this job

Health, dental, vision and life 보험?실제영

401(k) Savings plan - with generous公司매

Voya Retirement Plan - employer paid现金

Tuition reimbursement up to $5,250

Paid time off - 20 days + holidays + D

Paid volunteer time - 40 hours

Job summary

Voya Financial, Inc. in Bridgeport, CT is seeking a Client Relationship Consultant - Retirement to build and deepen relationships with an assigned book of law firm clients, guiding service levels, plan utilization, and fund performance.

You will collaborate with sales, recordkeeping and operations to support client needs and ensure retention. This role requires a Bachelor's degree, FINRA SIE and Series 6 within 120 days, and 3+ years of plan/client relationship experience.

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

Strong written and verbalcommunication

Customer focus

Relationship management

Education

Bachelor's degree

Tools

OMNI experience

Job description

Voya Financial, Inc. in Bridgeport, CT is seeking a Client Relationship Consultant - Retirement to build and deepen relationships with an assigned book of law firm clients, guiding service levels, plan utilization, and fund performance.

You will collaborate with sales, recordkeeping and operations to support client needs and ensure retention. This role requires a Bachelor's degree, FINRA SIE and Series 6 within 120 days, and 3+ years of plan/client relationship experience.