Client Relationship Consultant - Retirement
$63.47k - $105.8kCTS Voya Institutional Plan Services, LLC
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. Are you ready to join a company with a strong purpose and a winning culture? The Client Relationship Consultant - Retirement 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 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
Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. Learn more about Voya benefits (download PDF). 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 Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships. Employer Values Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on‑site and others may be fully remote, depending on business needs. We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work Institute as a Great Place to Work for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition. For more information visit #J-18808-Ljbffr CTS Voya Institutional Plan Services, LLC- ...completed. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position. Submit to a drug test...RetirementImmediate startTrial period
$44.9k - $61.8k
...successful, you must have experience working in a Continuing Care Retirement Community (CCRC) with a Life Care Plan/entry-fee sales. This... ...a pipeline of qualified leads and referrals Build strong relationships with prospective residents and their families Deliver...RetirementFlexible hours- ...provides direct counseling, guidance and case management services to clients with specific substance abuse problems. The Credentialed... ...enjoy: Prescription Coverage Life Insurance Retirement Plan Tuition Reimbursement Paid Time Off, including...RetirementFull timeWork at office
- ...overall responsibility for maintenance of client records, including timely documentation... .... Develop and maintain collateral relationships with consumers’ other providers and... ...company-sponsored life insurance. Retirement matching programs and contributions....RetirementWork at office
$62k
...Job title: Client Success Consultant (CSC) Reports to: Client Relations Manager Work Location... ...Consultant (CSC) fosters trusted advisor relationships with clients and contractors to... ...no cost to full-time employees. Retirement Benefits: 401(k) plan through Vanguard...RetirementFull timeContract workTemporary workFor contractorsWork experience placementLocal areaRemote workHome officeMonday to FridayFlexible hours- ...services, as appropriate; participate in conferences and consultations on programs to assist patients and clients in solving problems resulting from hospitalization... ...for employees hired to work 20+ hrs. per week Retirement Savings and Pension Plans Paid Holidays and...RetirementFull timeLocal area
$66.56k
...medical, dental, and vision insurance; flexible spending accounts; retirement plans; life insurance; short and long-term disability;... ...territory using qualitative and quantitative indicators such as relationship building, creativity with travel and recruitment strategies,...RetirementFull timeTemporary workPart timeWork at officeLocal areaImmediate startFlexible hoursAfternoon shift- ...Substance Abuse Tracking and Reporting System.Specimen collection for clients and monitors for treatment-related issues in order to update... ...SalaryMedical, Dental & Vision InsurancePension Plan403b Retirement PlansDiscount Perks for Movies, Broadway Shows, Amusement...RetirementWork at officeLocal areaWeekday work
$84.58k - $144.08k
...offerings provide a robust support system for any stage of life, whether it's developing your career, starting a family, or saving for retirement. The support employees receive goes beyond a standard benefit offering, where employees have access to financial security...RetirementFull time$115k - $120k
...role involves working with clients whose concerns may be connected to marriage, family relationships, communication, or changes at... ...clinical professionals when consultation or coordinated care is needed... ...~ Medical, dental, and retirement benefits included ~ Fully...RetirementFull timeRemote workMonday to Friday- ...a Professional Career We’re seeking a Client Success Specialist to support individuals... ...Conduct scheduled virtual consultations with new and existing clients. Learn about... ...strategies. Explain concepts related to retirement planning, income protection, asset accumulation...RetirementRemote workFlexible hours
- Empower LLC is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations to Government... ...enrollments, deferrals, and rollovers while working with the Relationship Management team and key stakeholders within your territory....RetirementRemote job
$27.47 - $33.51 per hour
...support patients in their treatment and recovery.Provides clinical consultation to referral resources, Mentors, family members, and others to... ...and vision insurance, 25 days of paid time off, access to a retirement account with an employer to match, and tuition reimbursement....RetirementHourly payFull time- Empower is hiring a Retirement Plan Counselor to educate and enroll participants in defined contribution plans, both in person and virtually... ...deferrals, and rollovers while fostering strong stakeholder relationships across your territory. The role requires a Bachelor’s degree...RetirementRemote work
- USI Consulting Group (USICG) is seeking an EPS Staff Consultant to develop expertise in managing and retaining retirement plan clients, delivering exceptional service, and coordinating with internal teams and external partners to provide recordkeeping and consulting services...Retirement
- ...Microsoft Excel and ability to maintain confidentiality. Comprehensive benefits package including medical, dental, and vision insurance. Retirement savings and tuition assistance programs. Work-life balance benefits and employee discounts. Georgetown University Georgetown...RetirementRemote job
$4,150 per month
...growth Paid time off - 13 paid vacation days in the first year, 5 paid personal days, 13 paid holidays, & paid sick leave NYS Retirement programs Background checks will be required. This position is eligible for a Down State adjustment of $4,150. #J-18808-Ljbffr...RetirementPermanent employmentWork at office- ...providing intake, assessment, clinical consultation, short‑term counseling, crisis intervention... ...consultation to employee and dependent clients. What you’ll do Perform clinical work... ...amount of paid time off. 401(k) retirement program with company match. Employee Assistance...RetirementRemote jobFull timeTemporary workWork at officeImmediate startMonday to Friday
- ...rehabilitation and workforce development services. The CRC will assess clients' abilities, interests, and needs, then develop and implement... ..., & Vision Coverage Prescription Coverage Life Insurance Retirement Plan Tuition Reimbursement Paid Time Off, including a Paid...RetirementFull timeLocal area
$20 per hour
...Service Coordinator in the delivery of direct services to the clients, as well assisting in the overall running of the site. The counselor... ...role. Concern Housing offers an Agency Sponsored Retirement Plan and Employee Sponsored 403(b) Retirement Plan for part time...RetirementPart timeInternshipWeekend workWeekday work- ...behavioral health, crisis intervention, and client-centered therapy for individuals with... ...boundaries while fostering therapeutic relationships with residents and staff Why Community... ...Incentive & Discount Programs 403b Retirement Plan Incredible career growth opportunities...RetirementImmediate startWork from home
$67.68k - $90.25k
...program appropriateness and level of care recommendation. Create a client/customer focused experience for all clients/referents/customers... ..., including: Competitive Health, Dental and Vision Plans Retirement savings plan with employer match Paid time-off Tuition reimbursement...RetirementInternship- ...Offer: We provide competitive benefits, including: Comprehensive Health Benefits: Medical (HSA), Dental and Vision plans, 403(b) Retirement Savings Plan with employer match Generous Paid Time Off: Vacation, Personal, Sick, Mental Health Days and 12 paid holidays Employee...RetirementImmediate startFlexible hoursShift work
$20.48 - $30.67 per hour
...and support services for our clients and their families. Our core... ...program 403(b) retirement plan Competitive wages and more... ...treatment team Provide training and consultation to clinical staff in Vocational... ...Ethical Practices Judgment Relationship Management Emotional...RetirementHourly payFull timeWork at office- ...provides direct counseling, guidance and case management services to clients with specific substance abuse problems. The Credentialed... ..., & Vision Coverage Prescription Coverage Life Insurance Retirement Plan Tuition Reimbursement Paid Time Off, including a Paid Birthday...RetirementFull timeWork at office
$46.3k - $51.3k
...life insurance employee assistance programs tuition reimbursement and fitness reimbursement after 1 year of employment Retirement plan that includes employer matching, and more! CHASI is an equal opportunity employer and is committed to hiring and supporting...RetirementFull timeWork at office- ...counseling sessions when necessary, helping clients build positive support systems.... ...work, or school environments. Medical Consultation and Collaboration: Consult with psychiatrists... ...(full-time employees only) 401(k)retirement savings program Wellbeing Programs: Physical...RetirementFull timeContract workWork from home
$42.78k
...offerings provide a robust support system for any stage of life, whether it's developing your career, starting a family, or saving for retirement. The support employees receive goes beyond a standard benefit offering, where employees have access to financial security...RetirementWork at officeRemote work- ...Benefits: Medical (HSA), Dental and Vision plans • 403(b) Retirement Savings Plan with employer match • Generous Paid Time... ...gender role identity, socialization skills development, family relationship, intimacy, and sex education issues. Advocate on behalf of...RetirementHourly payPermanent employmentInternshipFlexible hours
$62.4k - $72k
...company holidays Health insurance plan for you and your loved ones, Medical, Dental, Vision, Life and Disability Employer-matched retirement saving funds Personal and financial wellness programs Pre-tax flexible spending accounts (FSAs) for healthcare and dependent care...RetirementFull timePart timeWork experience placementFlexible hours
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