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SalaryTogether 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
Profile Summary:
Client Relationship Consultant will have close interaction with Operations team, Sales, Advisors and Broker Dealers working closely on daily processing and questions/research/attention items through automated workflow system (task manager/client workflow)
Profile Description:
Client Relationship Consultant will have close interaction with Operations team, Sales, Advisors and Broker Dealers working closely on daily processing and questions/research/attention items through automated workflow system (task manager/client workflow)
Profile Description:
- Provides support to Financial Advisors, their Broker Dealers and internal business partners on the application setup processes, up to and including installation. Supports new case implementation to ensure timeliness and accuracy standards are met.
- Reports and trends good order submission data in total and by Broker Dealer. Works in partnership with the Broker Dealers on good order issues to ensure timeliness and accuracy in account setup processes for our customers.
- Able to handle duties associated with assigned cases, such as following up on outstanding requirements, including vendor and underwriting requirements, and proactively builds case file on the basis of information provided. Works to ensure that state and federal regulations, as well as company established service level agreements are met.
- Researches identified account issues or problems, assisting in resolving issues related to specific situations and recommends solutions/improvements. Sees issue through to resolution with advisor and closes the communication loop with internal business partners.
- Handles escalations that flow through the Customer Service and Sales teams for special handling.
- Partners regularly with the sales channel and financial advisors on status of pending sales.
- Provides technical advice to other new business associates.
- Ensures incoming work is assigned to Case Managers by region
- Assists in resolving DST and DTCC issues
- Maintains application content and format with fund closures and other disclosure requirements changing. Works with Firelight and Quick applications to support online access.
- Other duties as assigned.
Knowledge & Experience:
- High School Diploma or GED
- 1-2 years customer service/ phone experience
- Strong verbal and written communication skills
- 1-2 years IRA financial Service and new business experience
- Solid interpersonal skills
- Demonstrated problem solving skills
- Strong organizational and time management skillsMS Office with strong Excel knowledge
- Strong organizational, analytical and problem-solving skills
- Strong communication skills
- Strong Time Management skills
- Independent self-starter who thinks proactively.
- FINRA SIE and Series 6
.LI-NV1
LI-Remote
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 - $75,560 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
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.
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
.
