Client Relationship Manager Voya Financial Advisors

Job Description

Job Description

We are a small wealth management, investment advisory team in Miamisburg, OH. We are looking for someone who has a positive attitude and sincere willingness to constantly learn and provide great service to our clients. Responsibilities and pay will increase over time. This is an in-person position.

Initial responsibilities will include greeting clients, scheduling appointments and data entry. Qualified candidates will be eager to learn, have at least some college education with a bachelor’s degree strongly preferred.

Responsibilities and Primary Activities:

· Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.

· Handles incoming telephone calls to screen solicitors and connect clients with their respective advisors.

· Sorts and distributes the mail.

· Sends periodic client correspondence.

· Coordinates the assembly and mailing of client paperwork.

· Orders and manages office supplies.

· Copy/Fax/Scan/Bind financial planning documentation.

· Assists in filing of client records.

· Assists in entry and management of client information within Salesforce.

· Sends weekly Market Commentary and other email campaigns.

· Helps maintain clean conference room and kitchen for clients and advisors.

· Prepare and modify documents including correspondence, reports, drafts, memos and emails.

· Contributes to team effort by accomplishing related results as needed.

Hours, Compensation and Schedule:

Initial workweek will include 8:30-4pm Monday-Thursday at Voya’s office in Miamisburg, OH. Additional hours may be available based upon workload and availability.

Position will be compensated hourly, at an initial rate of $16 per hour determined by experience and expertise.

Knowledge, Skills, and Abilities:

· Excellent attitude and client service orientation

· Superior phone skills-friendly and helpful

· Proficiency in MS Word, MS Excel, MS PowerPoint and MS Outlook

· Ability to learn or use Salesforce and Mailchimp Software

· Ability to attend work consistently and on time

· Excellent communication skills – written and verbal

· Ability to multi-task and handle distractions

Job Type: Part-time

Benefits:

• Flexible schedule

Ability to Relocate:Work Location: In person