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 at least 6 years of defined contribution client service experience, demonstrating strong leadership abilities and excellent written and verbal communication skills. Project management skills and the ability to handle multiple priorities are also required. A Bachelor’s degree or equivalent is preferred.
Responsibilities
The Lead Recordkeeper will monitor automated processes for pweb transfers, dividend imports, and ROR postings, providing notifications to plan management and assisting with issue resolution. They will ensure transactions are processed according to company and client standards, process transactions to complete plan valuations, format and load data, create new class year sources, add new participants and establish web accounts, format and produce client reports, assist with auditing of online enrollment results, process investment options changes, and perform other duties as assigned.
Skills
Client Service
Project Management
Communication Skills
Prioritization
Leadership
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