Voya Financial · 1 month ago
Client Relationship Specialist
United States
Full-time
Remote
New Grad, Entry Level
$54K/yr - $67K/yrVoya Financial is committed to fighting for everyone's opportunity for a better financial future. The Client Relationship Specialist ensures client satisfaction by responding to inquiries from Multiple Employer Plan participants and acts as a primary contact for day-to-day record-keeping matters.
Financial Services
Responsibilities
Respond to inquiries from MEP participants
Acts a primary contact for day to day record-keeping matters with an emphasis on first-call resolution for items relating to Plan compliance, systems and processes
Respond to inquiries regarding 401(k) technical, product, and compliance questions by researching and resolving issues
Troubleshoot participant issues requiring a full working knowledge of desktop tools and resources including Voya and ADP systems and the business processes that support them
Analyze compliance test results and Plan documents for adherence to applicable rules and regulations
Instruct clients on options available to correct failed (nondiscrimination) tests
Ensure department adherence to daily schedule to support call volumes for inbound participant related calls
Maintain flexibility to handle increases in daily phone volumes during peak calling times
Track and trend training opportunities to be shared with management and learning and development
Possess thorough understanding of assigned clients’ requirements
Ability to work with Plan Administration to resolve an escalated issue
Handle financial escalations through resolution, including customer contact
Customer follow up on escalated or sensitive issues within established SLA
Other duties as assigned
Qualification
Required
Organization and Time Management skills
Ability to prioritize work
Flexibility of shift/hours based on workload
Strong verbal and written communication skills
Good working knowledge of the company's products and services
Preferred
Bachelor's degree or equivalent experience
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
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
Founded in 1991
5001-10000 employees
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 CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
CEO
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
2026-01-09
Coverager - Insurance news and insights
2025-12-24
2025-12-10
Company data provided by crunchbase