Client Relationship Associate - Wealth Management

Customer Relationship Associate

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

Profile Summary : As an entry-level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. This role is the foundation for your career in wealth management, offering hands-on experience with brokerage account trading and servicing. Start date is as early as January 2026 with additional opportunities after May 2026. This is a five-day per week in-office position in our Boston, MA office located on the Seaport.

You will be required to obtain FINRA licenses :

You will spend the first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, 63, and 65 / 66 licenses. If candidate does not have Series 63 or 7, they will have 90 days to obtain the licenses. If the candidate further does not have Series 65 / 66, they will have an additional 9 months to gain that license.

Profile Description :

• Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls / day and support for all client service execution for the Investor Channel team)
• Assist with account set-up, documentation, and basic transactions
• Support advisors with scheduling and follow-ups
• Learn financial services basics and begin licensing preparation
• Other duties as assigned

Knowledge & Experience :

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. Actual compensation offered may vary from the posted salary range based upon the candidate's 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. $70,000-$80,000 USD

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.

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

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.

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.