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Voya Financial · 18 hours ago

Client Relationship Manager-Tax Exempt

Hartford, CT

Full-time

Hybrid

Mid Level

$85K/yr - $142K/yr

3+ years exp

Voya Financial is committed to providing financial opportunities for everyone and fostering a diverse work environment. The Client Relationship Manager will manage large market tax exempt/401k sponsored plans, enhance client relationships, and contribute to profitability through effective communication and problem resolution.

Financial Services

Hiring Manager

Tammy Burm

Responsibilities

Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability

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