Registered Client Care Srvcs Rep (S6/63) - ADM - Remote
Northwestern MutualSalary not specified
- Full Time
- Entry Level & New Grad
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess a Bachelor’s degree or equivalent experience, along with a minimum of 2-4 years of experience in Retirement Plans and strong proficiency in Microsoft Office, particularly Excel. They should also demonstrate strong organizational, analytical, and problem-solving skills, complemented by excellent communication and time management abilities. The ideal candidate will be an independent self-starter who proactively identifies and addresses challenges.
Responsibilities
The Client Relationship Manager will maintain close interaction with the Operations team, focusing on daily processing, addressing questions, conducting research, and managing attention items through an automated workflow system. They will ensure best practices are consistently applied across clients, provide a secondary level of client contact, participate in monthly client reporting, offer support for internal and external audits, resolve problems, and actively engage in client calls and meetings, as well as service reviews.
Skills
Microsoft Office
Excel
Organizational Skills
Analytical Skills
Problem-Solving
Communication Skills
Time Management
Proactive Thinking
Voya Financial
Provides financial services and retirement solutions
About Voya Financial
Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.
Key Metrics
New York City, New YorkHeadquarters
2014Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
5,001-10,000Employees