Client Relationship Specialist

Voya Financial • Scottsdale, AZ

2d • Hybrid

About The Position

The Client Relationship Specialist ensures client satisfaction by responding to inquiries from Multiple Employer Plan (MEP) participants. A MEP is a retirement savings package in which multiple businesses participate in a single qualified retirement plan. This position has been designated as a hybrid-office/home role. Details of your 3 day in-office schedule will be finalized with your manager.

Requirements

• High School Diploma/GED
• 1 - 3 Years of Directly Related Experience

Nice To Haves

• Bachelor's Degree or its equivalent in education and experience with a Major Area of Concentration in Business, HR or related.
• 401(k) experience with emphasis on plan administration
• Understanding of pension plan regulations.
• Familiarity with investment vehicles offered unqualified plans.
• Verbal and written communication skills.
• Microsoft Office skills.
• Leadership

Responsibilities

• Enter data into recordkeeping, payroll and vendor systems to set-up new 401(k) plans.
• Ensure accuracy of client data and escalate issues to appropriate department to ensure timely set-up.
• Prepare necessary documents for plan set-up and maintain /organize paper documents.
• Handle escalated issues and provide internal support to associates with client issue resolution.
• Performs other related 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
• Education Level: High school or GED