Client Relationship Consultant

Job not on LinkedIn

🕒 3 days ago

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Voya Financial's careers page ↗Voya Financial's careers page, not through a job board

First seen by Remote Rocketship 3 days ago

Still open on Voya Financial's site. Checked 1 hour ago.

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Logo of Voya Financial

Voya Financial

5001 - 10000 employees

Founded 1998

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

📋 Description

• Support relationships for typically 2-4 assigned clients. • Serve as a secondary point of contact for day-to-day client needs and inquiries. • Partner closely with Operations on daily processing, research, questions, and items requiring attention through automated workflow systems. • Promote and help ensure consistent use of best practices across assigned clients. • Provide backup client coverage to support service continuity. • Prepare and deliver monthly client reporting. • Provide support for internal and external audits. • Research and resolve client issues and service-related concerns. • Participate in regularly scheduled client calls and on-demand meetings. • Participate in client service reviews as needed. • Build strong client relationships by responding to day-to-day needs, resolving issues, and supporting consistent, high-quality service. • Leverage automated workflow tools and available technology to organize client needs, support research, and improve the efficiency and quality of day-to-day service. • Partner closely with Operations and internal teams to create shared accountability, maintain effective client coverage, and deliver consistent service. • Maintain disciplined client reporting, audit support, issue resolution, and use of established best practices to promote accuracy and reliable service delivery.

🎯 Requirements

• High School Diploma or GED required; bachelor’s degree preferred. • High School Diploma/GED +2 years’ experience may be considered in lieu of a bachelor’s degree. • 2+ years of experience working with retirement plans. • Proficiency with Microsoft Office, including strong Excel skills. • Strong organizational, analytical, and problem-solving skills. • Strong written and verbal communication skills. • Strong time management skills. • Ability to work independently, take initiative, and think proactively. • Experience supporting multiple client relationships in a retirement plan or financial services environment preferred.

🏖️ Benefits

• 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%) • 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

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