Voya Financial
Client Relationship Associate - Wealth Management
Voya Financial, Boston, Massachusetts, us, 02298
Client Relationship Associate - Wealth Management
Join to apply for the Client Relationship Associate - Wealth Management role at Voya Financial.
Overview As an entry-level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. This role is the foundation for your career in wealth management, offering hands-on experience with brokerage account trading and servicing. Start date is as early as January 2026 with additional opportunities after May 2026. This is a five-day per week in-office position in our Boston, MA office located on the Seaport. You will be required to obtain FINRA licenses. You will spend the first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, 63 and 65/66 licenses. If candidate does not have Series 63 or 7, they will have 90 days to obtain the licenses. If the candidate further does not have Series 65/66, they will have an additional 9 months to gain that license.
Responsibilities
Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day) and support for client service execution for the Investor Channel team
Assist with account setup, documentation and basic transactions
Support advisors with scheduling and follow-ups
Learn financial services basics and begin licensing preparation
Other duties as assigned
Knowledge & Experience
Bachelor’s degree in finance or related business field is preferred and considered in lieu of experience
1-3 years of financial services or related experience in lieu of Bachelor’s degree
CRPC designation expected within 12–24 months from start date
Demonstrated commitment to client relationship experience, knowledge of retirement and retirement income planning, adherence to FINRA/DOL fiduciary standards, and delivering an outstanding client experience
Willingness to share best practices, strong work ethic, inbound/outbound calling experience and leadership traits
Excellent communication skills
Compensation Voya is committed to pay that’s fair and equitable, with base salary range of $70,000-$80,000 USD. Compensation may vary based on location, experience, education, licensure, and skill level. Salaries for part-time roles will be prorated.
Benefits
Health, dental, vision and life insurance plans
401(k) savings plan with 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 – 20 days, nine holidays, and a Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year
Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial 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 state or local law.
Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals and will provide reasonable accommodations as needed in the application or interview process, and to perform essential job functions.
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Overview As an entry-level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. This role is the foundation for your career in wealth management, offering hands-on experience with brokerage account trading and servicing. Start date is as early as January 2026 with additional opportunities after May 2026. This is a five-day per week in-office position in our Boston, MA office located on the Seaport. You will be required to obtain FINRA licenses. You will spend the first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, 63 and 65/66 licenses. If candidate does not have Series 63 or 7, they will have 90 days to obtain the licenses. If the candidate further does not have Series 65/66, they will have an additional 9 months to gain that license.
Responsibilities
Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day) and support for client service execution for the Investor Channel team
Assist with account setup, documentation and basic transactions
Support advisors with scheduling and follow-ups
Learn financial services basics and begin licensing preparation
Other duties as assigned
Knowledge & Experience
Bachelor’s degree in finance or related business field is preferred and considered in lieu of experience
1-3 years of financial services or related experience in lieu of Bachelor’s degree
CRPC designation expected within 12–24 months from start date
Demonstrated commitment to client relationship experience, knowledge of retirement and retirement income planning, adherence to FINRA/DOL fiduciary standards, and delivering an outstanding client experience
Willingness to share best practices, strong work ethic, inbound/outbound calling experience and leadership traits
Excellent communication skills
Compensation Voya is committed to pay that’s fair and equitable, with base salary range of $70,000-$80,000 USD. Compensation may vary based on location, experience, education, licensure, and skill level. Salaries for part-time roles will be prorated.
Benefits
Health, dental, vision and life insurance plans
401(k) savings plan with 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 – 20 days, nine holidays, and a Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year
Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial 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 state or local law.
Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals and will provide reasonable accommodations as needed in the application or interview process, and to perform essential job functions.
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