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Client Relationship Consultant - 409A Plans
Client Relationship Consultant - 409A PlansVoya Financial, Inc. • Phoenix, AZ, US
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Client Relationship Consultant - 409A Plans

Client Relationship Consultant - 409A Plans

Voya Financial, Inc. • Phoenix, AZ, US
14 days ago
Job type
  • Part-time
Job description

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. 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 : - Serve as the key contact for clients and provide white glove service. - Step into Plan Manager role when needed / or Plan Manager is unavailable. - Handle a large number of plans in the Large Market segment with operational and client-focused responsibilities. - Comfortably engage with decision makers and demonstrate strong communication skills. - Perform manual reporting, field questions, and collaborate with internal operations and quality control teams. - Preferred experience with 409A plans; familiarity with 457 plans is a plus.#LI-NV1 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 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.$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

  • 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 Learn more about Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture : 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. Learn more about 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 . ### Voya Financial, Inc., is a leading health, wealth and investment company with approximately 10,000 employees who are focused on achieving Voya's aspirational vision : "Clearing your path to financial confidence and a more fulfilling life". Through products, solutions and technologies, Voya helps its 15.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Benefitfocus, a Voya company and a leading benefits administration provider, extends the reach of Voya's workplace benefits and savings offerings by engaging directly with approximately 11.9 million employees in the U.S. Certified as a "Great Place to Work" by the Great Place to Work Institute, Voya is purpose-driven and committed to conducting business in a way that is economically, ethically, socially and environmentally responsible. Voya has earned recognition as : one of the World's Most Ethical Companies by Ethisphere; a listed company on the Dow Jones Best-in-Class North America index; and a "Best Place to Work for Disability Inclusion" on the Disability Equality Index. For more information, visit

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Client Relationship Consultant • Phoenix, AZ, US

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