Client Relationship Manager-Tax Exempt

Client Relationship Manager – Tax Exempt

Voya Financial is seeking a dedicated Client Relationship Manager to manage all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance client relationships, and contribute to increased profitability.

We fight for everyone’s opportunity for a better financial future. Our mission is to support individuals and communities in reaching a better financial future by creating an inclusive culture where everyone feels comfortable bringing their whole selves to work.

We currently have 2 openings on this team.

• Manage all aspects of Large Market Tax Exempt/401k sponsored plans.
• Maintain and enhance relationships with existing clients.
• Resolve service and communication issues through direct contact with sponsors, field partners, and internal functional units.
• Participate in relationship management with plan sponsors, financial advisors & consultants, and TPAs.
• Contribute to product development and process improvement efforts.
• Assist clients and field partners with plan retention opportunities.
• Attend benefit fairs and quarterly, semi‑annual, or annual plan reviews as required.
• Other duties as assigned.

• Typically responsible for 1‑4 clients.
• Serves as primary customer contact for specific sponsored plans.
• Directly resolves complex service and communications issues with customers.

• Bachelor’s degree in Business Administration or equivalent.
• 3+ years of financial services industry experience.
• Customer service experience/skills.

• Prior experience with Omni 7.4, Task Manager, Request Management, and Salesforce.

Voya is committed to pay that’s fair and equitable, including comparable base salary, incentives, and long‑term rewards. The annual base salary range for this role is $84,930 – $141,560 USD
. Actual compensation may vary based on geographic location, experience, education, licensure, and skill level. Salaries for part‑time roles will be prorated.

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with generous company matching (up to 6%).
• Voya Retirement Plan – employer‑paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Paid time off, including 20 days PTO, nine paid company holidays, and a flexible Diversity Celebration Day.
• Paid volunteer time – 40 hours per calendar year.

• Customer Focused – Passionate drive to delight customers with unique solutions.
• Critical Thinking – Thoughtful data analysis and problem‑solving.
• Team Mentality – Partnering effectively to drive culture and execute on common goals.
• Business Acumen – Sound understanding of the financial services industry.
• Learning Agility – Openness to new ideas and skill acquisition.

Voya Financial is an equal‑opportunity employer. We provide 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.

Voya is committed to the inclusion of all qualified individuals. We will ensure persons with disabilities are provided reasonable accommodations. If accommodations are needed for the job application, interview, essential job functions, or employment benefits, please refer to our resources for applicants with disabilities.