Client Relationship Consultant - Retirement

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.

The Client Relationship Consultant - Retirement builds, maintains, and enhances relationships with an assigned book of existing law firm clients under general supervision. This role helps drive client satisfaction and retention through proactive discussions regarding service levels, plan utilization, product offerings, and fund performance.

• Respond to email and phone inquiries from an assigned book of business.
• Assist assigned clients through cyclical events, including Form 5500, nondiscrimination testing, and year-end activities.
• Support client satisfaction and retention through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance.
• Work closely with sales, recordkeeping, and operations teams to support client needs.
• Resolve client issues and elevate matters to management as appropriate.
• Develop and maintain a thorough understanding of assigned clients’ requirements.
• Maintain overall responsibility for client relationships and client retention.
• Perform other duties as assigned.

• Bachelor's degree required.
• FINRA SIE and Series 6 must be obtained within 120 days
• 3+ years of plan/client relationship experience.
• Strong written and verbal communication skills.
• Strong working knowledge of 401(k) plans and applicable ERISA provisions.
• Good working knowledge of the company’s products and services.

• OMNI experience preferred.

Voya's Core Four guide how we deliver for our customers and each other, and this role brings those expectations to life through strong client relationships, thoughtful service, collaboration, and operational excellence.

• Instill Customer Obsession:
  Build trusted relationships with law firm clients by understanding their needs, providing responsive service, and proactively supporting client satisfaction and retention.
• Transform with Automation/AI:
  Leverage available automation, AI, and digital tools responsibly to reduce friction and improve the quality and efficiency of client support.
• Drive Higher Performance Through Our People:
  Partner closely with sales, recordkeeping, and operations teams to resolve client needs, create accountability, and deliver a consistent client experience.
• Execute on the Fundamentals:
  Support accurate and consistent plan servicing by maintaining strong knowledge of client requirements, 401(k) plans, ERISA provisions, and key cyclical activities.

Voya is committed to pay that's fair and equitable, which means…