Client Relationship Consultant - TEM

Voya FinancialBoston, MA
6dHybrid

About The Position

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. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Profile Summary: Client Relationship Consultant will have close interaction with Operations team working closely on daily processing and questions/research/attention items through automated workflow system (task manager/client workflow) 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. Profile Description: Typically have 2-4 clients Ensure best practices used across clients. Back up structure for client coverage 2nd level of client day/day contact Responsible for monthly client reporting Internal/External Audit support Problem resolution Participates in regularly scheduled client calls and on demand meetings. Available to participate in service reviews.

Requirements

  • BS Degree or equivalent experience
  • 2+ years’ experience in Retirement Plans
  • Omni 7.4 experience
  • MS Office with strong Excel knowledge
  • Strong organizational, analytical and problem-solving skills
  • Strong communication skills
  • Strong Time Management skills
  • Independent self-starter who thinks proactively.

Responsibilities

  • Ensure best practices used across clients.
  • Back up structure for client coverage
  • 2nd level of client day/day contact
  • Responsible for monthly client reporting
  • Internal/External Audit support
  • Problem resolution
  • Participates in regularly scheduled client calls and on demand meetings.
  • Available to participate in service reviews.

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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service