Client Relationship Associate, Wealth Management

Job Overview As an entry‑level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. This role is the foundation for your career in wealth management, offering hands‑on experience with brokerage account trading and servicing. The start date is as early as January 2026, with additional opportunities after May 2026. This is a five‑day per week in‑office position located in our Boston, MA office on the Seaport. Licensing Requirements You will spend the first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, 63 and 65/66 licenses. If a candidate does not have Series 63 or 7, they will have 90 days to obtain the licenses. If the candidate further does not have Series 65/66, they will have an additional 9 months to gain that license. Responsibilities Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day and support for all client service execution for the Investor Channel team) Assist with account set‑up, documentation and basic transactions Support advisors with scheduling and follow‑ups Learn financial services basics and begin licensing preparation Other duties as assigned Qualifications Bachelor’s degree in finance or related business field is preferred and considered in lieu of experience. 1‑3 years of financial services or related experience in lieu of a bachelor’s degree. CRPC designation will be expected to be garnered within 12‑24 months from start date. Identified representative will show strong commitment to the client relationship experience, a working knowledge of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding client experience with every client interaction. Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected. Excellent communication skills. Compensation Voya is committed to pay that’s fair and equitable. The annual base salary range reflects the expected hiring range for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (annual cash incentives, sales incentives, and/or long‑term incentives) based on the role to reward the achievement of annual performance objectives. 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.

$70,000 – $80,000 USD

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 per 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 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. #J-18808-Ljbffr Voya Financial