Retirement Plan Relationship Consultant

NAC Voya Services Company; Georgia; Ibrido; USD 63.000 - 106.000; Tempo pieno

Descrizione del lavoro

Voya Financial in the United States is seeking a Client Relationship Consultant - Retirement to build and maintain relationships with an assigned book of existing law firm clients under general supervision. This role helps drive client satisfaction and retention through proactive discussions regarding service levels, plan utilization, product offerings, and fund performance.

The Contributions You'll Make include responding to inquiries, assisting with Form 5500 and year-end events, and

Competenze

• Strong written and verbal communication skills.
• 3+ years of plan/client relationship experience.
• Good working knowledge of 401(k) plans and ERISA provisions.

Mansioni

• 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 escalation matters to management as appropriate.

Conoscenze

Written communication

Verbal communication

Client relationships

Financial services knowledge

Formazione

Bachelor's degree

Descrizione del lavoro

Voya Financial in the United States is seeking a Client Relationship Consultant - Retirement to build and maintain relationships with an assigned book of existing law firm clients under general supervision. This role helps drive client satisfaction and retention through proactive discussions regarding service levels, plan utilization, product offerings, and fund performance.

The Contributions You'll Make include responding to inquiries, assisting with Form 5500 and year-end events, and