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Voya Financial

Financial services: retirement, investments, insurance

Plan Manager - Full Service TEM

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • A high school diploma or GED is required.
  • Three or more years of financial services industry experience are required.
  • Customer service experience and demonstrated customer relationship skills are required.

Responsibilities

  • Serve as the primary customer contact for assigned sponsored plans.
  • Resolve service and communication issues through direct engagement with plan sponsors, customers, and internal functional teams, including money-in, money-out, and technical services.
  • Participate in relationship management activities with plan sponsors and customers.
  • Collaborate with sales, recordkeeping, and operations teams to support plan alignment.
  • Contribute to product development and process improvement initiatives.
  • Resolve complex customer service and communication issues.
  • Identify and support plan retention opportunities involving plan sponsors, distribution partners, and third-party administrators.
  • Support plan management 800-number calls as assigned.
  • Perform other duties as assigned.

Desired Qualifications

  • A bachelor's degree in Business Administration or an equivalent combination of education and experience.
  • Series 6 registration.

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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