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Voya Financial logo
Voya Financial

Well Planned, Well Invested, Well Protected®

Client Relationship Specialist

Account ManagerSalesOtherRemoteMid LevelTeam 5,001-10,000Since 1998H1B No SponsorCompany SiteLinkedIn

Location

New Hampshire

Posted

120 days ago

Salary

$56.2K - $70.3K / year

Seniority

Mid Level

Bachelor Degree1 yr expEnglish

Job Description

Client Relationship Specialist

Voya Financial

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 Profile Summary: The Client Liaison Specialist in the Customer Advocate Team ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance. Please Note: This position has been designated as a hybrid-office/home role. Details of your in-office schedule will be finalized with your manager. Profile Description: Works closely with Service Center Management Team, Plan Management and Operations Staff Resolves problems and manages tasks assigned for specific clients with guidance from Liaison Consultants CSA feedback and coaching working through front line management Ensuring frontline tools are accurate based on interactions. Identifying training trends and RCPS Track and trend training opportunities to be shared with management and learning and development. Has thorough understanding of assigned clients’ requirements. Good working knowledge of the company's products and services #LI-TB1 Compensation 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. 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. $56,220 - $70,280 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. What We Offer 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 Learn more about Voya benefits (download PDF) Critical Skills 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 Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. Team Mentality : Partnering effectively to drive our culture and execute on our common goals. Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills 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. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

Job Requirements

  • Ability to work with Plan Administration to resolve an escalated issue.
  • Handling of financial escalations through resolution, including customer contact
  • Customers follow up on escalated or sensitive issues within established SLA.
  • Inbound phone support as needed.
  • Other duties as assigned.
  • Knowledge & Experience:
  • Bachelor's degree or equivalent experience
  • Organization skills
  • Time Management
  • Ability to prioritize work.
  • Flexibility of shift/hours based on workload.
  • Strong verbal and written communication skills

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