Voya Financial
Client Relationship Consultant - 409A Plans
Voya Financial, San Francisco, California, United States, 94199
Overview
Defining Careers for Sales and Account Management Leaders Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now
Summary
The successful candidate will support client relationships and administration of 409A retirement plans.
Job Description
The position is responsible for a variety of tasks and deliverables, including day to day plan administration, excellent service to our clients, and issue resolution using the recordkeeping system and other Voya applications. The position requires business knowledge, experience in retirement plan administration, strong client management skills, and problem solving ability.
Education & Experience
College degree or equivalent work experience 2+ years in financial services Strong Microsoft Excel skills Strong organizational, analytical and problem solving skills Independent self starter who thinks proactively Relius system knowledge is preferred but not required
Additional Responsibilities And Preferences
Serve as the key contact for clients and provide white glove service. Step into Plan Manager role when needed or Plan Manager is unavailable. Handle a large number of plans in the Large Market segment with operational and client-focused responsibilities. Comfortably engage with decision makers and demonstrate strong communication skills. Perform manual reporting, field questions, and collaborate with internal operations and quality control teams. Preferred experience with 409A plans; familiarity with 457 plans is a plus.
Compensation
Below annual base salary range reflects the expected hiring range for this position. In addition to base salary, Voya offers incentive opportunities based on the role. Actual compensation offered may vary based on location, experience, education, licensure requirements and skill level. Salaries for part-time roles are prorated. Base salary:
$60,450 - $100,760 USD
Benefits & Well-Being
Be Well. Stay Well. Voya provides resources that can make a difference in your life across physical, financial, social and emotional well-being. Benefits include a range of plans, programs, tools and resources to help you and your family be well and stay well. Health, dental, vision and life insurance plans 401(k) Savings plan – with generous company matching contributions (up to 6%) Voya Retirement Plan – employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day Paid volunteer time — 40 hours per calendar year
Critical Skills
Customer Focused: Passionate drive to delight customers and offer unique solutions that deliver on their expectations. Critical Thinking: Analytical problem solving to reach well-reasoned solutions. Team Mentality: Partnering effectively to drive culture and achieve common goals. Business Acumen: Understanding of the financial services industry to make sound decisions. Learning Agility: Openness to new thinking and skill development to stay competitive.
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals and will provide reasonable accommodations as needed to participate in the application or interview process and to perform essential job functions. If reasonable accommodation is needed, please refer to resources for applicants with disabilities.
Company Details
Seniority level: Not Applicable Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Insurance and Financial Services
Referrals increase your chances of interviewing at Voya Financial.
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Defining Careers for Sales and Account Management Leaders Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now
Summary
The successful candidate will support client relationships and administration of 409A retirement plans.
Job Description
The position is responsible for a variety of tasks and deliverables, including day to day plan administration, excellent service to our clients, and issue resolution using the recordkeeping system and other Voya applications. The position requires business knowledge, experience in retirement plan administration, strong client management skills, and problem solving ability.
Education & Experience
College degree or equivalent work experience 2+ years in financial services Strong Microsoft Excel skills Strong organizational, analytical and problem solving skills Independent self starter who thinks proactively Relius system knowledge is preferred but not required
Additional Responsibilities And Preferences
Serve as the key contact for clients and provide white glove service. Step into Plan Manager role when needed or Plan Manager is unavailable. Handle a large number of plans in the Large Market segment with operational and client-focused responsibilities. Comfortably engage with decision makers and demonstrate strong communication skills. Perform manual reporting, field questions, and collaborate with internal operations and quality control teams. Preferred experience with 409A plans; familiarity with 457 plans is a plus.
Compensation
Below annual base salary range reflects the expected hiring range for this position. In addition to base salary, Voya offers incentive opportunities based on the role. Actual compensation offered may vary based on location, experience, education, licensure requirements and skill level. Salaries for part-time roles are prorated. Base salary:
$60,450 - $100,760 USD
Benefits & Well-Being
Be Well. Stay Well. Voya provides resources that can make a difference in your life across physical, financial, social and emotional well-being. Benefits include a range of plans, programs, tools and resources to help you and your family be well and stay well. Health, dental, vision and life insurance plans 401(k) Savings plan – with generous company matching contributions (up to 6%) Voya Retirement Plan – employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day Paid volunteer time — 40 hours per calendar year
Critical Skills
Customer Focused: Passionate drive to delight customers and offer unique solutions that deliver on their expectations. Critical Thinking: Analytical problem solving to reach well-reasoned solutions. Team Mentality: Partnering effectively to drive culture and achieve common goals. Business Acumen: Understanding of the financial services industry to make sound decisions. Learning Agility: Openness to new thinking and skill development to stay competitive.
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals and will provide reasonable accommodations as needed to participate in the application or interview process and to perform essential job functions. If reasonable accommodation is needed, please refer to resources for applicants with disabilities.
Company Details
Seniority level: Not Applicable Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Insurance and Financial Services
Referrals increase your chances of interviewing at Voya Financial.
#J-18808-Ljbffr