Senior Retirement Plans Client Partner

Voya Financial, Inc.; Massachusetts; Hybrid; USD 64,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision and life ins.

401(k) savings plan

Tuition reimbursement

Paid time off

Paid volunteer time

Job summary

Voya Financial, Inc. is seeking a dedicated professional to manage relationships with complex sponsored retirement plans.

You will act as a trusted partner to plan sponsors and key stakeholders, coordinating with Sales, Recordkeeping, and Operations to drive client satisfaction and service excellence. You will collaborate across multiple business functions to support service enhancements, promote products, and identify automation opportunities based on client needs and assets.

Qualifications

• HS Diploma or GED.
• Five (5) or more years of financial services industry experience.
• Strong customer service experience and relationship management skills.
• Experience managing highly sensitive and at‑risk client relationships.
• Demonstrated ability to resolve complex customer service and communication issues.
• Strong collaboration, problem-solving, and communication skills.
• Bachelor's degree in Business Administration or an equivalent combination of education and experience.
• Experience supporting retirement plans or sponsored plan administration.

Responsibilities

• Serve as the primary customer contact for assigned sponsored retirement plans, including complex and sensitive client relationships.
• Resolve service and communication issues through direct interaction with plan sponsors, customers, and internal business partners, including Money In, Money Out, and Technical Services teams.
• Participate in relationship management activities with plan sponsors and customers to support client satisfaction and retention.
• Collaborate with Sales, Recordkeeping, and Operations teams to ensure plan alignment and effective service delivery.
• Contribute to product development initiatives and process improvement efforts while promoting products, services, and automation opportunities based on client needs and assets.
• Directly resolve complex service and communication issues while managing highly sensitive and at‑risk client relationships.
• Identify and support plan retention opportunities with sponsors, distributors, and third‑party administrators (TPAs).
• Assist with training and mentoring new employees.
• Support plan management 800‑number call activities as assigned.
• Perform other duties as assigned.

Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

HS Diploma or GED

Bachelor's degree in Business Administration or equivalent

Job description

Voya Financial, Inc. is seeking a dedicated professional to manage relationships with complex sponsored retirement plans.

You will act as a trusted partner to plan sponsors and key stakeholders, coordinating with Sales, Recordkeeping, and Operations to drive client satisfaction and service excellence. You will collaborate across multiple business functions to support service enhancements, promote products, and identify automation opportunities based on client needs and assets.