Client Relationship Manager managing Tax Exempt/401k plans at Voya, maintaining client relationships and contributing to profitability with a focus on customer service.
Responsibilities
Manages all aspects of Tax Exempt/401k sponsored plans
Maintain and enhance relationships with existing clients
Help to contribute to increased profitability
Serves as primary customer contact for specific sponsored plans
Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units
Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's
Contributes to product development and process improvement efforts
Directly resolves complex service and communications issues with customers
Identifies and assists field partners with plan retention opportunities
Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
Other duties as assigned.
Requirements
Bachelors degree in Business Administration or equivalent
3+ years financial services industry experience
Customer Services experience/skills
Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred
Benefits
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
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