Client Relationship Consultant - Retirement
$63.47k - $105.8kVoya Financial
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Get To Know The Opportunity The Client Relationship Consultant - Retirement builds, maintains, and enhances relationships with an assigned book of existing law firm clients under general supervision. This role helps drive client satisfaction and retention through proactive discussions regarding service levels, plan utilization, product offerings, and fund performance. The Contributions You’ll Make Respond to email and phone inquiries from an assigned book of business. Assist assigned clients through cyclical events, including Form 5500, nondiscrimination testing, and year-end activities. Support client satisfaction and retention through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance. Work closely with sales, recordkeeping, and operations teams to support client needs. Resolve client issues and elevate matters to management as appropriate. Develop and maintain a thorough understanding of assigned clients’ requirements. Maintain overall responsibility for client relationships and client retention. Perform other duties as assigned. Minimum Knowledge & Experience Bachelor's degree required. FINRA SIE and Series 6 must be obtained within 120 days 3+ years of plan/client relationship experience. Strong written and verbal communication skills. Strong working knowledge of 401(k) plans and applicable ERISA provisions. Good working knowledge of the company’s products and services. Preferred Knowledge & Experience OMNI experience preferred. How This Role Aligns To Our Core Four Voya's Core Four guide how we deliver for our customers and each other, and this role brings those expectations to life through strong client relationships, thoughtful service, collaboration, and operational excellence. Instill Customer Obsession: Build trusted relationships with law firm clients by understanding their needs, providing responsive service, and proactively supporting client satisfaction and retention. Transform with Automation/AI: Leverage available automation, AI, and digital tools responsibly to reduce friction and improve the quality and efficiency of client support. Drive Higher Performance Through Our People: Partner closely with sales, recordkeeping, and operations teams to resolve client needs, create accountability, and deliver a consistent client experience. Execute on the Fundamentals: Support accurate and consistent plan servicing by maintaining strong knowledge of client requirements, 401(k) plans, ERISA provisions, and key cyclical activities. Compensation Pay Disclosure Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $63,470 - $105,800 USD What We Offer 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 Critical Skills Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes #J-18808-Ljbffr
$50k - $80k
...quality mental health care to a diverse client base through telehealth platforms. Your... ...environment fosters meaningful relationships with clients, promoting their overall growth... ...coverage provided at no cost to you. A retirement savings plan (401(k)) with employer...RetirementFull timeImmediate startRemote workRelocation package$70k - $90k
...through exceptional and compassionate care. With a firm belief in a client-centered approach, we strategically design individualized... ...contributions. Coverage for malpractice insurance. A 401(k) retirement savings plan with matching contributions. Generous paid...RetirementFull timeImmediate startRemote workFlexible hours$90k - $100k
...professionals to engage closely with clients facing mood disorders,... ...coordination. Regular case consultations and staff meetings are held... ...build trusting therapeutic relationships with clients. An... ...including paid time off, a retirement plan, and health insurance....RetirementFull timeRemote workFlexible hours$70k - $100k
...fostering emotional well-being and guiding clients towards healthier, more fulfilling... ...anxiety, depression, trauma recovery, relationship issues, and more. Our clients come from... ...benefits package including health insurance, retirement plans, and paid time off....RetirementFull timePrivate practiceRemote work$117.73 per hour
...Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required. \n \n About you \n ● You’re a fully-licensed...SuggestedBi-weekly payPrivate practice$213.58k
...over 50 years, we’ve been focused on building and preserving our clients’ assets. If you are highly motivated and want a career with... ...health licenses ~ Comprehensive family medical plan / 401K retirement plan ~ Unlimited financial potential ~ Comprehensive marketing...RetirementRelocation- ...patient kept his/her appointment Open and review flags regarding consults Document entry in EMR as a non-billable encounter and enter... ...benefits, covering medical, dental, and vision coverage; retirement benefits; paid time off and holidays; and other employer-sponsored...RetirementFull time
- ...referrals as needed Establish and maintain relationships with identified service providers... ...to date with information on specialist consults, hospitalizations, ER visits and other... ...insurance Flexible spending accounts (FSA) Retirement plan (403B) Short-term disability...RetirementTemporary workWork at officeFlexible hours
$20 per hour
...establish meaningful community supports and relationships.Supervising self-medication protocols... ...record and the ability to transport clients as neededAbility to obtain and maintain... ...Leave and participation in the 403(b) retirement savings plan.Join Our TeamIf you're passionate...RetirementHourly payDaily paidLocal areaShift work$20 - $22 per hour
...personalized recovery plans and goals.Build strong therapeutic relationships while fostering independence, self-confidence, and self-... ...vision insurance, paid time off, company-observed holidays, a retirement savings plan, and other fringe benefits. Benefit eligibility...RetirementHourly payFull timeLocal areaMonday to Friday$20.41 - $27.39 per hour
...and eager to learn.Comfortable building relationships and creating fun, engaging experiences.... ...and the ability to travel between client locations within approximately a 30-40-... ...50-$500 employee referral bonus.401(k) retirement plan with company matching.Paid Training...RetirementHourly payPart timeWork at officeFlexible hours2 days per week3 days per week$80k - $100k
...remote work, allowing you to connect with clients through teletherapy while still... ...issues, encompassing individuals facing relationship challenges, families seeking communication... ...covering medical, dental, and vision plans, retirement plans with employer matching to help...RetirementFull timeWork at officeRemote workRelocation packageFlexible hoursAfternoon shift$85k - $100k
...inclusivity, creating an environment where both clients and team members thrive. Work... ...provide the highest-quality care and to consult on complex cases, ensuring all clients receive... ...added financial security. A 401(k) retirement plan with up to a 5% employer match to...RetirementFull timeTemporary workWork at officeRemote work$75k - $90k
...role in providing therapeutic support to clients, helping them navigate their mental... ...an active caseload, cultivating strong relationships with clients by establishing trust and... ...eligible for bonus opportunities, a 401(k) retirement plan with company contributions, and W-...RetirementFull timePrivate practiceRemote work$85k - $100k
...mission is to inspire and empower change in the lives of our clients, supported by our core values of respect, compassion, and innovation... ...-term disability coverage for financial security. ~401(k) retirement plan with up to a 5% company match to help secure your...RetirementFull timeTemporary workRemote workFlexible hours$57.5k
...Customer Service Agent will act as the agency representative to our clients, fellow professionals, the public and the general business... ...and incentive opportunity, medical, dental, 401k and retirement plans, plus more. Experience within the Personal Lines insurance...RetirementHourly payFlexible hours- ...scheduling expectations, and available accommodations. Benefits Benefits for eligible employees may include health insurance, retirement contributions, paid leave, employee-assistance programs, and continuing training. Availability depends on the employer,...RetirementNight shiftRotating shift
$70k - $100k
...an exciting opportunity to engage with clients and conduct therapy in a supportive outpatient... ...secure and trusting therapeutic relationships with clients. An empathetic, nonjudgmental... ...to encourage work-life balance. Retirement savings plans with employer...RetirementFull timePrivate practiceWork at officeRemote workFlexible hours$20 - $22 per hour
...communication logs, and electronic health records.Transporting clients and supporting community-based activities as needed.... ...vision insurance, paid time off, company-observed holidays, a retirement savings plan, and other fringe benefits. Benefit eligibility may...RetirementHourly payFull timeLocal area$17 per hour
...pulling, and repetitive lifting Excellent customer service and relationship management skills are required Strong organizational and... ...and vision insurance, we offer: Employee Assistance Program Retirement plans Educational Assistance And much more! We are an equal...RetirementHourly payDaily paidFull timeContract workPart timeLocal areaWeekend work$180k - $282.5k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...bonuses and benefits. Your company-funded retirement contribution will factor in salary and... ...solutions. You have strong organizational, relationship, communication and presentation skills....RetirementFull timeTemporary workLocal areaFlexible hours$44k - $80k
...Client Support Specialist We have an exciting opportunity for... ...be focused on enhancing relationships with our high-net-worth clients... ...effectively influence others and use consultative skills to enrich the... ...support, market-leading retirement, generous paid time off and...RetirementRemote jobWork from home$70k - $85k
...seamless teamwork, allowing you to connect with colleagues and clients effectively from the comfort of your home. Key... ...comprehensive benefits package that includes health insurance, retirement plans, and generous paid time off to promote work-life balance...RetirementFull timeImmediate startRemote work- ..., scheduling expectations, and available accommodations. Benefits Benefits for eligible employees may include health insurance, retirement contributions, paid leave, employee‑assistance programs, and continuing training. Availability depends on the employer, appointment...RetirementNight shiftRotating shift
$85k - $90k
...critical part in enhancing the mental health and well-being of our clients, providing therapeutic support and resources to those facing... ...health, dental, and vision insurance policies. ~401k retirement plan with employer matching contributions. ~ Generous paid...RetirementFull timeRemote workRelocation packageMonday to FridayAfternoon shift- ...professionals through a seamless interface, integrating therapy access with insurance to make mental health care readily available. We prioritize creating a supportive environment for both our clients and staff, focusing on continuous professional growth and therapeutic excellence.
$117.73 per hour
...person care for solo providers and group practices with guaranteed bi-weekly payments. Grow your practice with insured mental health clients. \n What Headway Handles for You \n \n Free Credentialing: Get credentialed in multiple states in as little as 30 days. \n...Bi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hours- ...May provide services to child and adult clients as requested at main sites. SPECIFIC... ...providers/services as necessary. Consults with supervisor, psychiatric providers,... ...insurance Flexible spending accounts (FSA) Retirement plan (403B) Short-term disability...RetirementTemporary workWork at officeFlexible hours
- Headway is seeking a Licensed Marriage and Family Therapist to deliver high-quality virtual care to individuals, couples, and families. In this fully remote role, you’ll conduct assessments, create evidence-based treatment plans, and provide ongoing psychotherapy through...Remote work
- ...you’ll receive: Competitive salary Potential to earn a bonus upon enlistment Free health insurance Free housing A retirement plan Paid training EDUCATION OPPORTUNITIES Navy College Program and Tuition Assistance Post-9/11 GI Bill, up to 100%...RetirementPart timeOverseas
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Consultant - Retirement. Be the first to apply!
- social service representative Bridgeport, CT
- customer service representative remote Bridgeport, CT
- client solutions specialist Bridgeport, CT
- airline customer service agent Bridgeport, CT
- insurance customer service advisor Bridgeport, CT
- hospital customer service representative Bridgeport, CT
- customer solutions specialist Bridgeport, CT
- remote customer service advisor Bridgeport, CT
- contact representative (customer service representative) Bridgeport, CT
- customer experience associate Bridgeport, CT







