Client Relationship Specialist at Voya Financial

Manchester, New Hampshire, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Organization and Time Management skills
Ability to prioritize work
Flexibility of shift/hours based on workload
Strong verbal and written communication skills
Good working knowledge of the company's products and services
Preferred: Bachelor's degree or equivalent experience

Responsibilities

Respond to inquiries from MEP participants
Act as a primary contact for day-to-day record-keeping matters with an emphasis on first-call resolution for items relating to Plan compliance, systems, and processes
Respond to inquiries regarding 401(k) technical, product, and compliance questions by researching and resolving issues
Troubleshoot participant issues requiring a full working knowledge of desktop tools and resources including Voya and ADP systems and the business processes that support them
Analyze compliance test results and Plan documents for adherence to applicable rules and regulations
Instruct clients on options available to correct failed (nondiscrimination) tests
Ensure department adherence to daily schedule to support call volumes for inbound participant related calls
Maintain flexibility to handle increases in daily phone volumes during peak calling times
Track and trend training opportunities to be shared with management and learning and development
Possess thorough understanding of assigned clients’ requirements
Ability to work with Plan Administration to resolve an escalated issue
Handle financial escalations through resolution, including customer contact
Customer follow up on escalated or sensitive issues within established SLA
Other duties as assigned

Skills

Customer Service

Client Relations

401(k)

Retirement Plans

Plan Compliance

Record Keeping

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.

New York City, New YorkHeadquarters

2014Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

5,001-10,000Employees

Benefits

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Rally wellness program

Employee Assistance Program (EAP) and Work Life Services

Behavioral Health Family Support Program

Livongo support for diabetes, hypertension, and weight management

AccessHope cancer support

Wellthy caregiving assistance

Back-up child care and elder care

Health Advocate

ABLE accounts

Legal insurance

Identity theft protection

Voya Foundation Matching Gift Program

Risks

Increased competition from fintech companies may erode Voya's market share.

Operational challenges in integrating OneAmerica's business could affect service quality.

Regulatory scrutiny on fees may impact Voya's pricing strategies and profitability.

Differentiation

Voya's commitment to inclusiveness and corporate responsibility sets it apart in the market.

The acquisition of OneAmerica's retirement plan business expands Voya's client base significantly.

Voya's focus on digital financial planning tools enhances client engagement and satisfaction.

Upsides

Voya's ESG commitment aligns with the growing investor focus on sustainable investing.

The financial wellness market's growth offers significant opportunities for Voya's programs.

AI integration in investment management can enhance Voya's strategies and client outcomes.

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