Client Service Manager Nonqualified

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

This position will be responsible for the ongoing plan administration services provided to an assigned caseload of 409A clients and executive retirement plans. Our Executive Benefit Services department is responsible for the daily activities for the plans, as well as answering inquiries and generally ensuring the highest level of client satisfaction. The chosen candidate(s) are expected to have and maintain an in-depth knowledge of executive retirement plans, such as SERP plans, Restoration Plans, deferral plans and Rabbi Trusts. In addition, core knowledge of multiple funding methods for Liabilities and Assets is required, including COLI, Split Dollar, VUL, Mutual Funds and Unfunded Plans.

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home or allows work to be performed in any of our major office locations with a hybrid schedule. 

The Contributions You'll Make

• Serve as the primary contact and ensure highest level of client satisfaction for assigned caseload. Work with Sr. Client Service Manager as needed.
• Produce and deliver accurate client quarterly valuations in a timely manner
• Manage requests related to enrollment material
• Manage Daily Asset/Liability reconciliation
• Contribute to strategic consultation and keep senior management informed about client relationship
• …