Voya Financial
Voya Financial
Voya Financial — жеке тұлғаларға, отбасыларға, жұмыс берушілерге және ұйымдарға болашаққа дайындалуға көмектесуге бағытталған қаржылық қызметтер компаниясы. Компанияның ұсыныстары зейнетақы жинақтарын, инвестицияларды, сақтандыруды және жұмыс орнындағы жеңілдіктерді қамтиды әрі осы қызметтерді түсініктірек қаржылық тәжірибеге біріктіруге мән береді. Клиентке бағдарланған тәсілі және Voya Behavioral Finance Institute for Innovation сияқты бастамалары арқылы Voya қаржылық қауіпсіздікті жақсартуға және адамдардың жұмыс орнында күтім мен қолдауға қол жеткізу жолдарын дамытуға ұмтылады.

Client Relationship Manager – Voya Financial, Remote United States

Manage sponsored financial plans and complex client relationships for Voya Financial. Drive operational efficiency, service quality, profitability, and sales support.

Сипаттама

  • Oversee all aspects of designated sponsored financial plans
  • Develop and maintain strong relationships with clients
  • Contribute to plan profitability
  • Coordinate smooth daily operations and the timely completion of scheduled processing activities
  • Use operational best practices to keep plans efficient and aligned with client requirements
  • Improve service delivery through risk management, greater efficiency, and consistent quality
  • Coordinate with internal and external partners supporting plan operations, including Central Services, the Customer Contact Center, Compliance, Financial Control, Pricing and Trading, and Trust
  • Join sponsor calls and client meetings
  • Assist with sales opportunities, including onsite presentations
  • Travel as required for client meetings

Талаптар

  • High school diploma or GED is required
  • At least five years of experience in the financial services industry
  • Strong customer service experience and capabilities
  • Experience managing highly sensitive and at-risk client relationships
  • Bachelor’s degree in business administration or an equivalent qualification is preferred

Артықшылықтар

  • Health, dental, vision, and life insurance coverage
  • 401(k) savings plan with company matching contributions of up to 6%
  • Employer-funded Voya Retirement Plan with a 4% cash balance contribution
  • Tuition reimbursement of up to $5,250 per year
  • Paid time off, including 20 days, nine company holidays, and a flexible Diversity Celebration Day
  • Up to 40 hours of paid volunteer time each calendar year
  • Annual cash, sales, and/or long-term incentives based on the role and achievement of annual performance objectives

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