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Voya Financial

Financial services: retirement, investments, insurance

Benefitfocus Client Relationship Consultant

Customer SuccessPosted on Nov 9
Full-time

About the Job

Requirements

  • A high school diploma or GED is required; two years of experience may be considered in lieu of a bachelor's degree.
  • At least two years of experience working with retirement plans.
  • Proficiency with Microsoft Office, including strong Excel skills.
  • Strong organizational, analytical, problem-solving, written and verbal communication, and time-management skills.
  • Ability to work independently, take initiative, and think proactively.

Responsibilities

  • Support relationships for typically 2-4 assigned clients.
  • Serve as a secondary point of contact for day-to-day client needs and inquiries.
  • Partner closely with Operations on daily processing, research, questions, and items requiring attention through automated workflow systems.
  • Promote and help ensure consistent use of best practices across assigned clients.
  • Provide backup client coverage to support service continuity.
  • Prepare and deliver monthly client reporting.
  • Provide support for internal and external audits.
  • Research and resolve client issues and service-related concerns.
  • Participate in regularly scheduled client calls and on-demand meetings.
  • Participate in client service reviews as needed.

Desired Qualifications

  • A bachelor's degree.
  • Experience supporting multiple client relationships in a retirement plan or financial services environment.

About the Company

Voya Financial

Financial services: retirement, investments, insurance

Voya Financial provides retirement planning, investment management, and insurance products for individuals, employers, and institutions, mainly in the United States. Its products help individuals save and grow wealth for retirement, while employers offer retirement plans and benefits within their workforce, and institutions receive tailored investment management. The company earns fees from investment management and premiums from insurance policies, creating recurring revenue from long-term client relationships. Voya differentiates itself by emphasizing corporate responsibility, inclusiveness, and ESG-aligned practices to attract clients and talent, rather than competing only on price or returns. Its goal is to help clients achieve financial confidence and security by offering a broad, client-centric suite of financial services to support stable, long-term financial well-being.

Company size
5,001-10,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2014

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