Retirement Plan Relationship Consultant

Voya Financial, Inc.; South Carolina; On-site; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health, dental, vision and life plans

401(k) matching contributions

Voya Retirement Plan – cash balance (4

Tuition reimbursement

Paid time off

Paid volunteer time

Job summary

Voya Financial is seeking a Client Relationship Consultant - Retirement to build, maintain, and strengthen relationships with a book of existing retirement plan clients under supervision. You will drive satisfaction through proactive discussions on service levels, plan utilization, and fund performance.

Responsibilities include responding to inquiries, supporting cyclical events (Form 5500, nondiscrimination testing, year-end activities), coordinating with sales and operations, and maintaining a

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

Communication skills

Relationship management

Education

Bachelor's degree

Tools

OMNI experience

Job description

Voya Financial is seeking a Client Relationship Consultant - Retirement to build, maintain, and strengthen relationships with a book of existing retirement plan clients under supervision. You will drive satisfaction through proactive discussions on service levels, plan utilization, and fund performance.

Responsibilities include responding to inquiries, supporting cyclical events (Form 5500, nondiscrimination testing, year-end activities), coordinating with sales and operations, and maintaining a