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Client Relationship Specialist- Retirement

Posted on Nov 19, 2018 by Voya Financial

Braintree, MA 02184
Banking
Immediate Start
Annual Salary
Full-Time
Location: MA-Braintree, 30 BraintreeHill

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Profile Summary:

The Client Relationship Specialist will support the Relationship Management team with Plan Reviews, client meeting materials, annual fee disclosures, and offer overall administration support.

Profile Description:

  • Support Plan Review production in preparation for client meetings. Need ability to look at data and identify trends and report on industry comparisons.
  • Work with internal teams to coordinate the Client Service Level Agreement reporting
  • Work with Relationship Managers (RMs) to draft client agendas
  • Help prepare client presentations on industry topics or cross sell initiatives
  • Work with RMs to coordinate the production and distribution of annual Participant Fee Disclosures
  • Work closely with Director to periodically analyze and report on historical activity in support of future forecasting and resource planning
  • Support adhoc requests related data analysis and trending
  • Responsible for Sales Force maintenance - upload meeting notes, maintain integrity of data based on any client changes/projects
  • Coordinate any client visits on site (book conference room, line up attendees)
  • Participate in internal initiatives that require Plan Review and client feature knowledge

Education & Experience:

  • Strong project management, analytical and process management skills
  • 3+ years of experience in the Defined Contribution industry
  • Strong interpersonal, influencing and communications skills
  • Experience working with MS Office products including Microsoft Access, Salesforce experience a plus
  • Very Strong Power Point and Adobe/PDF skills
  • Ability to multi-task with strong attention to detail
  • Demonstrated willingness to be flexible and adaptable to changing priorities

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.

Reference: 569309854