Client Relationship Manager-Tax Exempt

Voya Financial • Boston, MA

2d • Hybrid

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 Get to Know the Opportunity: We currently have 2 openings on this team Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability. 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.

Requirements

• Bachelors degree in Business Administration or equivalent
• 3+ years financial services industry experience
• Customer Services experience/skills

Nice To Haves

• Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred

Responsibilities

• Typically responsible for 1-4 clients
• Serves as primary customer contact for specific sponsored plans
• Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)
• Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's.
• Contributes to product development and process improvement efforts
• Directly resolves complex service and communications issues with customers
• Identifies and assists field partners with plan retention opportunities
• Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
• Other duties as assigned.

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: Mid Level
• Number of Employees: 251-500 employees