Client Relationship Consultant - 409A Plans

Overview

Together we fight for everyone's opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against : We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Summary

The successful candidate will support client relationships and administration of 409A retirement plans.

Job Description

The position is responsible for a variety of tasks and deliverables, including day to day plan administration, excellent service to our clients, and issue resolution using the recordkeeping system and other Voya applications. The position requires business knowledge, experience in retirement plan administration, strong client management skills, and problem solving ability.

Education & Experience

• College degree or equivalent work experience
• 2 + years in financial services
• Strong Microsoft Excel skills
• Strong organizational, analytical and problem solving skills
• Independent self starter who thinks proactively
• Relius system knowledge is preferred but not required

Additional Responsibilities and Preferences

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Compensation

$60,450 - $100,760 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind : To help you and your family be well and stay well.

What We Offer

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture :

Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.

Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.

Partnering effectively to drive our culture and execute on our common goals.

Appreciation and understanding of the financial services industry in order to make sound business decisions.

Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

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