Client Relationship Consultant, Services Client Relationship Consultant, Services …

Voya Investment Management Llc
in Braintree, MA, United States
Permanent, Full time
Last application, 09 Jan 21
Voya Investment Management Llc
in Braintree, MA, United States
Permanent, Full time
Last application, 09 Jan 21
Client Relationship Consultant, Services
Client Relationship Consultant-Retirmement Services MA-Braintree, 30 BraintreeHill/en-US/voya_jobs/job/MA-Braintree-30-BraintreeHill/Client-Relationship-Consultant-Retirmement-Services_JR0022761/apply

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Profile Summary:

The Client Relationship Consultant will support the ABA Retirement Funds Program a retirement plan product offered exclusively to the legal community comprising nearly 3,800 retirement plans with over $5.5 billion in assets. The ideal candidate maintains and builds relationships withing the assigned territory of 40-50 clients by providing high-touch service on a daily basis.

Profile Description:

  • Build and maintain strong client relationships, solving service needs and ensuring business retention
  • Maintain a greater-than-Program average client retention rate annually and consistently achieve higher-than-average plan sponsor and participant satisfaction ratings for service delivery
  • Engage plan principles to resolve complex client issues in a timely manner
  • Create and present annual plan design and service enhancement opportunities to law firms in territory
  • Understand facets of the Program including documents, practices and policies.
  • Participate in law firm partners' meetings to provide high level management discussions on plan benefits
  • Participate in sales finals presentations for prospects (over $5M) as needed
  • Support and engage the Executive and Preferred business units, strengthening the team atmosphere of the group
  • Facilitate and or initiate technical compliance discussions
  • Review census and Form 5500 inquiries
  • Develop solid working knowledge of Program investments

Education & Experience:

  • 3-5 years of industry knowledge
  • Experience with Omni 5.2 preferred
  • ABA RF Program knowledge preferred
  • Strong customer service skills required
  • Strong research and problem resolution skills are necessary
  • Excellent communication, analytical, organizational and leadership skills, relationship management, and qualified plan experience required


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 .

Posted 2 Days AgoFull timeJR0022761

About Voya Financial®

Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $7.5 billion in revenue in 2019. The company had $538 billion in total assets under management and administration as of March 31, 2020. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as a 2020 Worlds Most Admired Company by Fortune magazine; one of the 2020 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN.. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life, which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more:

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