Licensed Client Relationship Specialist - Wealth Management

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 –
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Our Client Relationship Specialists are the point of contact for Voya Financial Advisors’ registered representatives and their clients. Our Client Relationship Specialists partner with our Sales reps to help grow their businesses and attract and retain clients. They provide service and support to advisors and clients through incoming phone queues and electronic cases and take ownership of cases until resolution. They answer routine inquiries as well as those of a non-routine nature that require independent thinking and problem solving.

They place trades, answer trading related inquiries, and assist with transactions. They support strategic initiatives and goals of the company, while serving as subject matter experts in a large variety of topics.

• Use a variety of systems and tools to promptly respond to inquiries received via inbound phone lines. Systems include, but are not limited to, Netx
  360, Salesforce, and Genesys.
• Serve as a subject matter expert on a variety of topics including but not limited to Operations, Money Desk, Trade Desk, Transfers, Licensing, Compliance, and Sales.
• Provide information to callers about various features of specific products / policies.
• Complete and verify transactions requested by callers and either process requests or forward to appropriate parties for handling.
• Capture caller information on customer management system. May be required to follow up with customer to ensure service issue has been resolved.
• Comply with all division policies and regulatory requirements. Execution of duties will necessitate a firm understanding of a variety of company policies, industry initiatives, and legal guidelines.
• Meet FINRA requirements to retain registration, including but not limited to: annual training, understanding and complying with required reporting, and staying current on FINRA and broker dealer policies and procedures.
• Other duties as assigned.

• FINRA Series 6 or SIE (required)
• FINRA Series 7, 63 or 66 (preferred) (must be obtained within 60 days of hire)
• At least 2-3 years of customer service
• Experience in the financial industry.
• Bachelor’s degree or comparable experience in lieu of degree.
• Provide professional, reliable and prompt services to customers, develop relationships with external and internal partners, and effectively troubleshoot, prioritize, and multi-task.
• Customer focused, self-motivated and enjoy working in a busy call center environment.
• Work collaboratively in a team environment to solve complex situations.
• Strong communication and organizational skills.
• Maintain a business-driven mindset by placing the customer first and demonstrating a sense of urgency at all times.

Please Note: This position has been designated as an office centric role and requires work to be performed on-site in our Windsor, CT or Boston, MA office.

Voya is committed to pay that’s fair…