Operations Coordinator - Money In at Voya Financial

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Basic knowledge of company products
Solid decision-making and problem solving skills
Strong oral and written communication skills
Ability to work independently as well as in a team
Detail oriented
High school diploma or equivalent (college degree preferred)
FINRA Series 6 & 63 preferred
Ability to report to office 5 days/week for 6 months (hybrid role at 22 Cortlandt Street, New York, NY)

Responsibilities

Provides customer service support
Processes, coordinates and reconciles rollover transactions
Processes transactions related to operations' functions
Reconciles and verifies accuracy of information
Refers incoming information to other staff members as appropriate
Answers and resolves customer complaints and questions in an efficient and friendly manner
Communicates problems to associates in other areas
Follows up to ensure issues are resolved and communicated to customers in a timely manner
Monitors accounts and reports for accuracy
Communicates status of transactions to clients
Reconciles account information
Documents and summarizes information for team members
Participates in training and ongoing professional development
Other duties as assigned

Skills

Customer Service

Transaction Processing

Reconciliation

Data Verification

Rollover Transactions

Problem Resolution

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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