Voya Financial · 6 days ago
Client Relationship Manager-Tax Exempt
Boston, MA
Full-time
Hybrid
Mid Level
$85K/yr - $142K/yr
3+ years expVoya Financial is committed to fighting for everyone's opportunity for a better financial future. They are seeking a Client Relationship Manager to manage all aspects of Large Market Tax Exempt/401k sponsored plans and enhance relationships with existing clients to contribute to increased profitability.
Financial Services
Responsibilities
Typically responsible for 1-4 clients
Serves as primary customer contact for specific sponsored plans
Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)
Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's
Contributes to product development and process improvement efforts
Directly resolves complex service and communications issues with customers
Identifies and assists field partners with plan retention opportunities
Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
Other duties as assigned
Qualification
Required
Bachelors degree in Business Administration or equivalent
3+ years financial services industry experience
Customer Services experience/skills
Preferred
Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce 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
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
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
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