Client Relationship Manager-Tax Exempt

Join to apply for the Client Relationship Manager - Tax Exempt role at Voya Financial
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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.

Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.

This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office.

• Typically responsible for 1–4 clients
• Serves as primary customer contact for specific sponsored plans
• Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)
• Participates in relationship management with plan sponsors, financial advisors & consultants and TPAs
• Contributes to product development and process improvement efforts
• Directly resolves complex service and communications issues with customers
• Identifies and assists field partners with plan retention opportunities
• Attends benefit fairs, quarterly, semi‑annual or annual plan reviews as required
• Other duties as assigned

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

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

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long‑term incentives) based on the role to reward the achievement of annual performance objectives.

Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salaries for part‑time roles will be prorated based upon the agreed‑upon number of hours to be regularly worked. $84,930 - $141,560 USD.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind:
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

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused:
  Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical…