Client Relationship Associate, Wealth Management

Profile Summary

As an entry‑level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. This role is the foundation for your career in wealth management, offering hands‑on experience with brokerage account trading and servicing. Start date is as early as January 2026 with additional opportunities after May 2026. This is a five‑day per week in‑office position in our Boston, MA office located on the Seaport.

You will be required to obtain FINRA licenses: you will spend the first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, 63 and 65/66 licenses. If the candidate does not have Series 63 or 7, they will have 90 days to obtain the licenses. If the candidate further does not have Series 65/66, they will have an additional 9 months to gain that license.

• Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls per day and support for all client service execution for the Investor Channel team)
• Assist with account set‑up, documentation and basic transactions
• Support advisors with scheduling and follow‑ups
• Learn financial services basics and begin licensing preparation
• Other duties as assigned

• Bachelor’s degree in finance or related business field is preferred and considered in lieu of experience.
• 1–3 years of financial services or related experience in lieu of Bachelor’s degree.
• CRPC designation will be expected to be garnered within 12–24 months from start date.
• Strong commitment to client relationship experience, knowledge of retirement and retirement income planning, adherence to FINRA/DOL fiduciary standards.
• Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits.
• Excellent communication skills.

Annual base salary range: $70,000-$80,000. In addition to base salary, Voya offers incentive opportunities (annual cash incentives, sales incentives, and/or long‑term incentives) based on the role to reward the achievement of annual performance objectives.

• 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 per 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

Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin or any other status protected by law.

Voya is committed to the inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, or to receive other benefits and privileges of employment, please contact us for assistance.