Client Relationship Consultant - 409A Plans
Voya Financial - Boston, MA
Apply NowJob Description
SummaryThe successful candidate will support client relationships and administration of 409A retirement plans.Job DescriptionThe position is responsible for a variety of tasks and deliverables, including day to day plan administration, excellent service to our clients, and issue resolution using the recordkeeping system and other Voya applications. The position requires business knowledge, experience in retirement plan administration, strong client management skills, and problem solving ability.Education & ExperienceCollege degree or equivalent work experience2 + years in financial servicesStrong Microsoft Excel skillsStrong organizational, analytical and problem solving skillsIndependent self starter who thinks proactivelyRelius system knowledge is preferred but not requiredAdditional Responsibilities and PreferencesServe as the key contact for clients and provide white glove service.Step into Plan Manager role when needed or Plan Manager is unavailable.Handle a large number of plans in the Large Market segment with operational and client-focused fortably engage with decision makers and demonstrate strong communication skills.Perform manual reporting, field questions, and collaborate with internal operations and quality control teams.Preferred experience with 409A plans; familiarity with 457 plans is a pensation 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.$60,450 - $100,760 USDBe 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.What We OfferHealth, dental, vision and life insurance plans401(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/yearPaid 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 yearLearn more about Voya benefits (download PDF)Critical SkillsAt Voya, we have identified the following critical skills which are key to success in our culture: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.Learn more about Critical SkillsEqual Employment OpportunityVoya 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 AccommodationsVoya 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
Created: 2025-09-21