Client Service Manager Client Service Manager …

Voya Investment Management Llc
à Livermore, CA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Voya Investment Management Llc
à Livermore, CA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Client Service Manager
Client Service Manager - Non Qualified/409A Retirement Plans CA - Livermore, 7633 Southfront Rd., Suite 120/en-US/voya_jobs/job/CA---Livermore-7633-Southfront-Rd-Suite-120/Client-Service-Manager---Non-Qualified-409A-Retirement-Plans_JR0022386/apply

As part of the application process, a candidate account is required to log in and view application(s).  Please be sure to check email regularly for information regarding our employment process.

Profile Summary:

****The preferred location for this position would Livermore, CA; Braintree, MA; Jacksonville, FL or Dallas, TX. Other locations that will be considered: Any other Voya location or Work at Home near the preferred locations****

This position will be responsible for the ongoing plan administration services provided to an assigned caseload of Non-Qualified/NQDC/409A clients and executive retirement plans. Our Executive Benefit Services department is responsible for the daily activities for the plans, as well as answering inquiries and generally ensuring the highest level of client satisfaction. The chosen candidate(s) are expected to have and maintain an in-depth knowledge of executive retirement plans, such as SERP plans, Restoration Plans, deferral plans and Rabbi Trusts. In addition, core knowledge of multiple funding methods for Liabilities and Assets is required, including COLI, Split Dollar, VUL, Mutual Funds and Unfunded Plans.

Profile Description:

  • Serve as the primary contact and ensure highest level of client satisfaction for assigned caseload. Work with Sr. Client Service Manager as needed.
  • Produce and deliver accurate client quarterly valuations in a timely manner
  • Manage requests related to enrollment material
  • Manage Daily Asset/Liability reconciliation
  • Contribute to strategic consultation and keep senior management informed about client relationship
  • Partner with Sr Client managers and work closely with sales, recordkeeping and operations staff
  • Contribute to resolution of account imbalances with the trading partner in a timely fashion
  • Assist with projects or duties from outside departments as needed

Knowledge & Experience:

  • Minimum of 6+ years experience administering Non-Qualified/NQDC/409A plans for Fortune 1000 companies
  • Bachelors degree in finance or business related field preferred
  • Experience with Microsoft Word & Excel, and the ability to learn new software quickly
  • Excellent communication, organization, prioritization, and problem solving skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Must be detail-oriented, a self starter, entrepreneurial, and motivated
  • Experience in Relius Administration and Crystal Reports software programs


Critical Skills
At 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 .

Posted 6 Days AgoFull timeJR0022386

About Voya Financial®

Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $7.5 billion in revenue in 2019. The company had $603 billion in total assets under management and administration as of Dec. 31, 2019. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as a 2020 Worlds Most Admired Company by Fortune magazine; one of the 2020 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life, which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more: