Customer Advocacy Specialist-Retirement at Voya Financial

New York, New York, United States

Voya Financial Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Retirement ServicesIndustries

Requirements

  • 18 months experience within a Customer Service Center
  • Excellent verbal and written communication skills
  • Demonstrate strong interpersonal and organizational skills
  • Time Management and Ability to prioritize work
  • Flexibility of shift/hours based on workload
  • Hybrid-office/home role requiring 5 days in-office during the first 6 months (office at 22 Cortlandt Street, New York, NY)
  • Preferred Knowledge & Experience
  • Bachelor's degree or equivalent experience
  • FINRA 6 and 63 preferred

Responsibilities

  • Respond to client and customer inquiries regarding interactions with Voya
  • Research customer journeys for understanding and resolution
  • Review and summarize customer interactions within New York City Service Center
  • Provide feedback to Customer Service Associates and Service Center Managers in a timely and consistent manner
  • Review of financial escalations for accuracy of processing and work with the customer and business partners if correction is warranted
  • Prepare and participate in client monitoring sessions for periodic call review of random service center interactions
  • Research of high touch customer escalations which can require customer follow-up
  • Support anti-fraud measures including call reviews and customer callouts
  • Work with key business partners on matters related to CSA, Customer, and Client Experience
  • Identify trends and actionable items related to both the CSA and Customer Experience
  • Other duties as assigned

Skills

Key technologies and capabilities for this role

Customer ServiceClient InteractionResearchInterpersonal SkillsProduct KnowledgeFeedback ProvisionFinancial Services

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

This position is designated as a hybrid-office/home role, requiring you to report 5 days in-office during the first 6 months, with your hybrid schedule finalized with your manager. The office is located at 22 Cortlandt Street, New York, NY.

What skills are required for the Customer Advocacy Specialist role?

Required skills include 18 months experience within a Customer Service Center, excellent verbal and written communication skills, strong interpersonal and organizational skills, time management, ability to prioritize work, and flexibility of shift/hours based on workload.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is the company culture like at Voya Financial?

Voya Financial emphasizes a strong purpose of fighting for everyone's opportunity for a better financial future, valuing differences, and fostering an inclusive environment where employees bring their whole selves to work and own the culture.

What makes a strong candidate for this role?

A strong candidate has 18 months of Customer Service Center experience, excellent communication and interpersonal skills, strong organizational abilities, time management, prioritization skills, and shift flexibility. Preferred qualifications include a Bachelor's degree or equivalent and FINRA 6 and 63 licenses.

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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