FreshRemote.Work

Client Relationship Consultant - Retirement

MA-Work@Home, Massachusetts

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:

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home. Must work East Coast hours.

With direct or general supervision, The Client Relationship Consultant - ABA Retirement Funds (CRS-ABARF) builds, maintains, and enhances relationships with existing law firm clients. The Client Relationship Consultant ensures satisfaction and overall retention through discussions covering service levels, plan utilization and product offerings.

The Contributions You'll make:

·      Responds to all emails and phone inquiries to an assigned book of business

·      Assists Assigned clients through cyclical events including Form 5500, nondiscrimination testing, and year end activities.

·      Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance

·      Works closely with sales, recordkeeping, and operations staff

·      Responsible for problem resolution and escalation to management as appropriate

·      Has thorough understanding of assigned clients’ requirements

·      Overall responsibility for client relationships and client retention

·      Other duties as assigned

Minimum Knowledge & Experience:·    

·      3-5 years plan/client relationship experience

·      Strong communication skills, both written and verbal

·      Strong working knowledge of 401(k)s and applicable ERISA provisions

·      Good working knowledge of the company's products and services

Preferred Knowledge & Experience:

  • OMNI experience preferred, but not required
  • Bachelor's degree or equivalent experience

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$60,450 - $100,760 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • 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

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • 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.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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Job Profile

Regions

North America

Countries

United States

Restrictions

100% remote work from home Must work East Coast hours

Benefits/Perks

100% remote work Annual cash incentives East coast hours Flexible work location Fully remote Incentive opportunities Life Insurance Long-term incentives Remote work Sales incentives

Tasks
  • Assist with cyclical events
  • Ensure client satisfaction
  • Maintain client relationships
  • Other duties as assigned
  • Problem Resolution
  • Respond to client inquiries
Skills

401(k) Access Client relationship management Communication Critical thinking ERISA Financial Services Insurance OMNI Operations Coordination Problem Resolution Sales Sales Support

Experience

3 - 5 years

Education

Bachelor's degree Equivalent Equivalent experience

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9