Client Relationship Manager-Tax Exempt

Overview

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. Like our Purpose Statement, Voya believes in being bold and committed to action.

We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now. Get To Know The Opportunity.

• We currently have 2 openings on this team.

Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintains and enhances relationships with existing clients, and helps 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
• Attend benefit fairs, quarterly, semi-annual or annual plan reviews as required
• Other duties as assigned

• Bachelors 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 preferred

Pay Disclosure:
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.

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…