Client Relationship Consultant

This is a fully remote position, open to applicants in New York, +4 more locations.

📋 Description

• Manage relationships for typically 2-4 assigned clients.

• Act as a secondary point of contact for daily client needs and inquiries.

• Collaborate closely with Operations on daily processing, research, questions, and items requiring attention through automated workflow systems.

• Advocate for and ensure the consistent application of best practices across assigned clients.

• Provide backup client coverage to ensure service continuity.

• Prepare and present monthly client reports.

• Assist with internal and external audits.

• Investigate and resolve client issues and service-related concerns.

• Engage in regularly scheduled client calls and on-demand meetings.

• Participate in client service reviews as necessary.

• Foster strong client relationships by addressing day-to-day needs, resolving issues, and supporting consistent, high-quality service.

• Utilize automated workflow tools and available technology to organize client needs, assist with research, and enhance the efficiency and quality of daily service.

• Collaborate closely with Operations and internal teams to establish shared accountability, maintain effective client coverage, and deliver reliable service.

• Uphold disciplined client reporting, audit support, issue resolution, and adherence to established best practices to promote accuracy and dependable service delivery.

⛳️ Requirements

• High School Diploma or GED is required; a bachelor’s degree is preferred.

• High School Diploma/GED +2 years of experience may be accepted in lieu of a bachelor’s degree.

• A minimum of 2 years of experience working with retirement plans.

• Proficiency in Microsoft Office, with advanced skills in Excel.

• Strong organizational, analytical, and problem-solving abilities.

• Excellent written and verbal communication skills.

• Strong time management capabilities.

• Ability to work independently, take initiative, and think proactively.

• Experience in supporting multiple client relationships within a retirement plan or financial services environment is preferred.

🏝️ 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%).

• Paid time off – including 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.

• Paid volunteer time — 40 hours per calendar year.