Client Relationship Manager-Retirement
| Company | Voya Financial |
|---|---|
| Location | Florida, USA, Waterbury, CT, USA, Georgia, USA, Arizona, USA, Colorado, USA, Massachusetts, USA |
| Salary | $84930 – $141560 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelors degree in Business Administration or equivalent
- 3+ years financial services industry experience
- Customer Services experience/skills
Responsibilities
- Typically responsible for 1-4 clients
- Serves as primary customer contact for specific sponsored plans
- Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)
- Participates in relationship management with plan sponsors, financial advisors & consultants and TPA’s.
- Contributes to product development and process improvement efforts
- Directly resolves complex service and communications issues with customers
- Identifies and assists field partners with plan retention opportunities
- Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
- Other duties as assigned.
Preferred Qualifications
- Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred