Client Relationship Manager
Voya FinancialSalary not specified
- Full Time
- Junior (1 to 2 years)
$60,000 – $90,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Retirement PlanningIndustries
Requirements
Candidates should possess 3-5 years of experience in a customer-facing role, preferably within a similar industry or with experience in retirement services. Strong communication and interpersonal skills are essential, along with the ability to understand and respond to complex client needs.
Responsibilities
As a Client Account Manager, you will manage assigned client accounts by acting as the primary point of contact and consultant for plan sponsors, developing strategies and solutions for their retirement plans. You will proactively anticipate and research sophisticated retirement plan matters, promote customer satisfaction through timely service delivery, and respond independently to client needs related to plan amendments, compliance, and payroll integrations. Additionally, you will assist with compliance testing, provide plan onboarding services, and act as a liaison between plan sponsors and internal groups, handling client communication through various channels and performing other job-related duties as required.
Skills
Client Management
Communication Skills
Retirement Planning
Compliance
Payroll Integrations
Plan Amendments
Client Needs Analysis
Human Interest
Simplifies retirement savings plans for businesses
About Human Interest
Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.
Key Metrics
San Francisco, CaliforniaHeadquarters
2015Year Founded
$561.2MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees