Client Relationship Associate, Wealth Management

Voya Financial • Boston, MA

1d • $70,000 - $80,000 • Onsite

About The Position

Voya Wealth Management is building something new in Boston’s Seaport, and this role is at the center of it. As a Client Relationship Associate, you’ll be the operational backbone of a high-performing team of Wealth Consultants and Wealth Strategists. You’re not just answering phones - you’re making sure clients feel heard, requests get resolved, and nothing falls through the cracks. This is how careers in wealth management get built: by learning the business from the inside out. You’ll also be supported in pursuing your Series 7 and Series 66 licenses - study time is part of the role, not something you squeeze in after hours. Getting licensed isn’t just encouraged here, it’s the plan. This role is ideal for a proactive, detail-oriented professional who takes ownership of every client interaction, thrives in a fast-paced environment, and wants a career path built on impact, not just a job title. Your ideas matter here.

Requirements

• Bachelor’s degree in finance or a related business field preferred.
• Strong technical aptitude and customer service instincts.
• Demonstrated relationship-building skills in a phone-based or client-facing environment.
• Strong communication skills, written and verbal.
• Detail-oriented with the ability to manage multiple priorities in a fast-moving environment.
• 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.

Nice To Haves

• Background in Defined Contribution or retail investment products a plus.

Responsibilities

• Serve as a primary point of contact for retail clients and retirement plan participants.
• Handle approximately 30 inbound service calls daily - resolving what you can, and routing what you can’t with context and care.
• Follow up proactively so nothing sits open longer than it should.
• Partner with internal teams to keep the client experience seamless end to end.
• Manage funding paperwork, account documentation, and new account processing.
• Track open items and see them through to completion.
• Coordinate with operations, compliance, and back-office partners as needed.
• Assist with brokerage account trading, servicing, and mutual fund transactions.
• Support self-directed customers with funding new online accounts.
• Help clients consolidate outside retirement assets into new retirement accounts.
• Make outbound calls to participants to follow up on outstanding paperwork and rollover status.
• Coordinate with outside carriers and plan sponsors to gather required information and signatures.
• Communicate with agents and brokers to answer inquiries and resolve problems efficiently.
• Maintain compliance with regulatory and fiduciary standards across all client interactions.
• Use data, activity metrics, and client feedback to continuously improve how you serve clients.
• Represent Voya’s values in every interaction: putting people first, planning for the long term, and doing what’s right.

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%)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree