Client Relationship Consultant - Retirement

Voya Financial • New York, MA

3d • $63,470 - $105,800

About The Position

The Client Relationship Consultant - Retirement builds, maintains, and enhances relationships with an assigned book of existing law firm clients under general supervision. The role helps drive client satisfaction and retention through proactive discussions about service levels, plan utilization, product offerings, and fund performance. The consultant supports clients through cyclical plan events, responds to inquiries, works across internal teams to meet client needs, and maintains responsibility for assigned client relationships and retention.

The role aligns with Voya’s Core Four by emphasizing customer-focused service, responsible use of automation, AI, and digital tools, collaboration with sales, recordkeeping, and operations teams, and accurate, consistent plan servicing. Compensation includes an annual base salary range of $63,470 to $105,800 USD for the listed locations, plus incentive opportunities based on the role.

Requirements

• Bachelor's degree required.
• FINRA SIE and Series 6 must be obtained within 120 days.
• 3+ years of plan/client relationship experience.
• Strong written and verbal communication skills.
• Strong working knowledge of 401(k) plans and applicable ERISA provisions.
• Good working knowledge of the company’s products and services.

Nice To Haves

• OMNI experience preferred.

Responsibilities

• Respond to email and phone inquiries from an assigned book of business.
• Assist assigned clients through cyclical events, including Form 5500, nondiscrimination testing, and year-end activities.
• Support client satisfaction and retention through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance.
• Work closely with sales, recordkeeping, and operations teams to support client needs.
• Resolve client issues and escalate matters to management as appropriate.
• Develop and maintain a thorough understanding of assigned clients’ requirements.
• Maintain overall responsibility for client relationships and client retention.
• Perform other duties as assigned.
• Leverage available automation, AI, and digital tools responsibly to reduce friction and improve the quality and efficiency of client support.

Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions up to 6%.
• Employer-paid Voya Retirement Plan cash balance benefit of 4%.
• Tuition reimbursement up to $5,250 per year.
• Paid time off, including 20 days of PTO, nine paid company holidays, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.
• Incentive opportunities, such as annual cash incentives, sales incentives, and/or long-term incentives, based on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level