Client Relationship Associate - Wealth Management jobs in United States
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Voya Financial · 4 months ago

Client Relationship Associate - Wealth Management

positionMA-Boston, 121 Seaport Blvd
timeFull-time
remoteOnsite
seniorityEntry Level
money$70K/yr - $80K/yr
date1+ years exp

Voya Financial is dedicated to providing opportunities for a better financial future, and they are seeking a Client Relationship Associate in Wealth Management. In this entry-level role, you will be the initial point of contact for retail customers, managing inbound calls and providing exceptional customer service while preparing for FINRA licensing.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day and support for all client service execution for the Investor Channel team)
Assist with account set-up, documentation and basic transactions
Support advisors with scheduling and follow-ups
Learn financial services basics and begin licensing preparation
Other duties as assigned

Qualification

FINRA licensesFinancial services experienceDegree in financeCRPC designationBusiness acumenLearning agilityCommunicationCustomer focusedCritical thinkingTeam mentality

Required

Bachelor's degree in finance or related business field is preferred and considered in lieu of experience
1-3 years of Financial services or related experience in lieu of Bachelor's degree
CRPC designation will be expected to be garnered within 12 – 24 months from start date
Identified representative will show strong commitment to the client relationship experience, a working knowledge of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding client experience with every client interaction
Willingness to share their best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected
Excellent communication skills
You will be required to obtain FINRA licenses: SIE®, Series 7, 63 and 65/66 licenses

Benefits

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

Company

Voya Financial

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Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
dateFounded in 1991
location
Atlanta, Georgia, USA
people-size5001-10000 employees
web-link
https://www.voya.com/

H1B Sponsorship

Voya Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
unknown
2018-06-01Acquired
2013-05-02IPO

Leadership Team

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Heather Lavallee
CEO
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Michael Katz
Executive Vice President, Chief Financial Officer
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Recent News

Benzinga.com
Deep Dive Into Voya Financial Stock: Analyst Perspectives (4 Ratings)
2026-01-09
Coverager - Insurance news and insights
MS Transverse Insurance Group
2025-12-24
Morningstar.com
Voya and SAVVI Financial Launch New Personalized Retirement Income Guidance Tool
2025-12-10
Company data provided by crunchbase