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Client Relationship Manager-Retirement

Client Relationship Manager-Retirement

Voya FinancialPhoenix, AZ, US
2 days ago
Job type
  • Part-time
Job description

Join Voya : Manage Tax Exempt / 401k Plans

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 everyones 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

Get to Know the Opportunity :

Manages all aspects of Tax Exempt / 401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.

Please note : This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office.

The Contributions You'll Make :

  • Typically responsible for 1-4 clients
  • Serves as primary customer contact for specific sponsored plans
  • Resolves service and communication issues through direct contact with sponsors, field partners, and internal functional units
  • Participates in relationship management with plan sponsors, financial advisors, consultants, and TPA's
  • Contributes to product development and process improvement efforts
  • Directly resolves complex service and communications issues with customers
  • Identifies and assists field partners with plan retention opportunities
  • Attend benefit fairs, quarterly, semi-annual or annual plan reviews as required
  • Other duties as assigned

Minimum Knowledge & Experience :

  • Bachelors degree in Business Administration or equivalent
  • 3+ years financial services industry experience
  • Customer Services experience / skills
  • Preferred Knowledge & Experience :

  • Prior experience with Omni 7.4, Task Manager, Request Management, and Salesforce preferred
  • Compensation Pay Disclosure :

    Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and / or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidates geographic location, work experience, education, licensure requirements, and / or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $84,930 - $141,560 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. Thats 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 :

  • Health, dental, vision, and life insurance plans
  • 401(k) Savings plan with generous company matching contributions (up to 6%)
  • Voya Retirement Plan employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250 / year
  • Paid time off including 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
  • Paid volunteer time 40 hours per calendar year
  • Critical Skills :

  • Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
  • 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.

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    Client Relationship • Phoenix, AZ, US

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