Customer Advocacy Specialist-Retirement jobs in United States
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Voya Financial · 2 months ago

Customer Advocacy Specialist-Retirement

Voya Financial is committed to fighting for everyone's opportunity for a better financial future. The Customer Advocacy Specialist role involves responding to client inquiries, researching customer journeys, and providing feedback to improve customer service interactions.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Review and summarize customer interactions within New York City Service Center
Provide feedback to Customer Service Associates and Service Center Managers in a timely and consistent manner
Review of financial escalations for accuracy of processing and work with the customer and business partners if correction is warranted
Prepare and participate in client monitoring sessions for periodic call review of random service center interactions
Research of high touch customer escalations which can require customer follow-up
Support anti-fraud measures including call reviews and customer callouts
Work with key business partners on matters related to CSA, Customer, and Client Experience
Identify trends and actionable items related to both the CSA and Customer Experience
Other duties as assigned

Qualification

Customer Service ExperienceCommunication SkillsCritical ThinkingOrganizational SkillsTime ManagementLearning AgilityBusiness AcumenInterpersonal SkillsTeam MentalityFlexibility

Required

18 months experience within a Customer Service Center
Excellent verbal and written communication skills
Demonstrate strong interpersonal and organizational skills
Time Management and Ability to prioritize work
Flexibility of shift/hours based on workload

Preferred

Bachelor's degree or equivalent experience
FINRA 6 and 63 preferred

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.

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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Company data provided by crunchbase