Talent.com
Client Relationship Manager-Retirement

Client Relationship Manager-Retirement

Voya FinancialAnaheim, CA, US
1 day 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.

    Create a job alert for this search

    Client Relationship • Anaheim, CA, US

    Related jobs
    • Promoted
    VP, Relationship Manager

    VP, Relationship Manager

    Cathay Bank - HeadquartersLos Angeles, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Commercial Relationship Manager

    Commercial Relationship Manager

    CityFirst BankLos Angeles, CA, United States
    Full-time
    Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development.Our cr...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Relationship Manager Senior CB

    Relationship Manager Senior CB

    Los Angeles StaffingLos Angeles, CA, US
    Full-time
    Relationship Manager Senior CB.Develops and manages relationships with commercial clients in the assigned business segment and / or geographic areas. Presents a variety of product solutions to client ...Show moreLast updated: 20 hours ago
    Relationship Manager

    Relationship Manager

    EBizCharge and Century Business SolutionsIrvine, California, United States, 92618
    Full-time
    Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Relationship Manager

    Private Client Relationship Manager

    Capital GroupLos Angeles, CA, United States
    Full-time
    I can succeed as a Private Client Relationship Manager.As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor's practice to ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Element Fleet ManagementMission Viejo, CA, US
    Full-time
    Get Started On An Exciting Career At Element!.Element employees make a difference in the lives of others every day.We are re-defining the fleet management industry to be people first, then business...Show moreLast updated: 20 hours ago
    • Promoted
    Client Relationship Consultant 3 (Banker) - Westchester Ralphs - Los Angeles, CA

    Client Relationship Consultant 3 (Banker) - Westchester Ralphs - Los Angeles, CA

    Los Angeles StaffingLos Angeles, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 1 day ago
    • Promoted
    Client Relationship Consultant 3 (Banker) - Seal Beach Pavilions, CA

    Client Relationship Consultant 3 (Banker) - Seal Beach Pavilions, CA

    California StaffingSeal Beach, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager

    Relationship Manager

    East West BancorpPasadena, CA, US
    Full-time
    We are currently seeking a Senior Relationship Manager in our Commercial Real Estate group.This individual will be responsible for all phases of relationship management and business development.The...Show moreLast updated: 30+ days ago
    • Promoted
    FVP, Relationship Manager

    FVP, Relationship Manager

    Cathay Bank - HeadquartersEl Monte, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Client Relations Manager

    Client Relations Manager

    Los Angeles StaffingLos Angeles, CA, US
    Full-time
    We believe in the power and joy of learning.At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning.We are bonded by our sha...Show moreLast updated: 1 day ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BMO Financial GroupHacienda Heights, CA, United States
    Part-time
    Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager Nonprofit & Institutional Banking

    Relationship Manager Nonprofit & Institutional Banking

    Los Angeles StaffingLos Angeles, CA, US
    Full-time
    Develops and manages relationships with commercial clients in the assigned business segment and / or geographic areas.Presents a variety of product solutions to client needs.Provides responsive, qual...Show moreLast updated: 1 day ago
    • Promoted
    Client Relationship Consultant

    Client Relationship Consultant

    Banner BankLos Angeles, CA, US
    Full-time
    Banner Bank's Consent & Privacy notice.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment withou...Show moreLast updated: 1 day ago
    • Promoted
    Client Relationship Associate

    Client Relationship Associate

    Zero Impact SolutionsIrvine, CA, US
    Full-time
    We are an end-to-end Renewable Energy provider, offering products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage and Hydropo...Show moreLast updated: 30+ days ago
    • Promoted
    Commercial Banking Relationship Manager - Los Angeles, CA

    Commercial Banking Relationship Manager - Los Angeles, CA

    BankTalent HQLos Angeles, CA, United States
    Full-time
    California Bank & Trust is looking for a.Commercial Banking Relationship Manager.Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools...Show moreLast updated: 30+ days ago
    • Promoted
    Dealer Relations Manager

    Dealer Relations Manager

    S&P GlobalMission Viejo, CA, US
    Full-time
    You have practical experience, a comprehensive understanding, and a strong working knowledge of how an automotive dealership runs day to day. You can travel as needed within and out of your defined ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Relationship Manager CMM

    Relationship Manager CMM

    FiservLong Beach, CA, US
    Full-time
    Calling all innovators find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial instit...Show moreLast updated: 20 hours ago