Client Relationship Consultant

🔥 1 minute ago

🗽 New York, Massachusetts, +3 more states – Remote

🗽 New York – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🌴 South Carolina – Remote 🍑 Georgia – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Voya Financial

WebsiteLinkedInAll Job Openings

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 with Operations on daily processing, research, questions, and items requiring attention through automated workflow systems • Promote 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 scheduled client calls and on-demand meetings • Participate in client service reviews as needed • Build strong client relationships and support high-quality service • Leverage automated workflow tools and available technology to organize client needs and improve service efficiency

🎯 Requirements

• High School Diploma or GED required • 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 • Bachelor’s degree preferred

🏖️ Benefits

• Health, dental, vision and life insurance plans • 401(k) Savings plan with generous company matching contributions up to 6% • Voya Retirement Plan with employer paid cash balance retirement plan (4%) • 20 days paid time off • Nine paid company holidays • Flexible Diversity Celebration Day • 40 hours of paid volunteer time per calendar year • Incentive opportunities, including annual cash incentives, sales incentives, and/or long-term incentives, based on role and performance objectives • Reasonable accommodations for qualified individuals with disabilities

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