Tax-Exempt Plan Services Specialist

Voya Financial; Oregon; Hybrid; USD 57,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Tuition reimbursement

Paid time off

Job summary

Voya Financial in the United States (Oregon) is seeking a Tax Exempt TPA Services Representative to be the primary contact for sponsored retirement plans, delivering exceptional service and managing relationships with plan sponsors, participants, and internal teams. The role emphasizes resolving inquiries, supporting plan retention, and contributing to product development and process improvements.

Minimum requirements include a high school diploma and 3+ years in financial services; a Bachelor's

Qualifications

• High School Diploma or GED.
• 3+ years of experience within the financial services industry.
• Demonstrated customer service experience and strong client support skills.
• OMNI experiene.

Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues through direct interaction with plan sponsors, participants, TPAs, and internal functional teams, including money in, money out, and technical services.
• Participate in relationship management activities with plan sponsors and customers.
• Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
• Contribute to product development initiatives and process improvement efforts.
• Independently resolve complex customer service and communication issues.
• Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs.
• Perform other duties as assigned.

Skills

Customer service

Relationship management

OMNI experience

Education

High School Diploma or GED

Bachelor's degree

Tools

SPARK certification

Job description

Voya Financial in the United States (Oregon) is seeking a Tax Exempt TPA Services Representative to be the primary contact for sponsored retirement plans, delivering exceptional service and managing relationships with plan sponsors, participants, and internal teams. The role emphasizes resolving inquiries, supporting plan retention, and contributing to product development and process improvements.

Minimum requirements include a high school diploma and 3+ years in financial services; a Bachelor's