Client Relationship Consultant

Voya Financial

. Support relationships for typically 2–4 assigned clients .

Posted 11/9/2026full-timeRemote • United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and support capabilities, with a focus on retirement plans and financial services. Proficient in leveraging technology and automated workflow tools to enhance service efficiency and deliver high-quality client reporting.

Highest-signal resume keywords

Client Relationship ManagementRetirement Plan ExperienceMicrosoft Office ProficiencyOrganizational SkillsAnalytical Problem-Solving

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan AdministrationClient ReportingData AnalysisWorkflow AutomationExcel Proficiency

Soft Skills

Strong Communication SkillsTime ManagementInitiativeProactive ThinkingOrganizational Skills

Tools & Technologies

Automated Workflow SystemsMicrosoft Office

Industry Keywords

Financial ServicesClient ServiceAudit SupportService ContinuityClient Inquiries

About the role

Key responsibilities & impact

Support relationships for typically 2–4 assigned clients
Serve as a secondary point of contact for day-to-day client needs and inquiries
Partner with Operations on daily processing, research, questions, and items requiring attention through automated workflow systems
Promote consistent use of best practices across assigned clients
Provide backup client coverage to support service continuity
Prepare and deliver monthly client reporting
Provide support for internal and external audits
Research and resolve client issues and service-related concerns
Participate in scheduled client calls and on-demand meetings
Participate in client service reviews as needed
Build strong client relationships and support high-quality service
Leverage automated workflow tools and available technology to organize client needs and improve service efficiency

Requirements

What you’ll need

High School Diploma or GED required
High School Diploma/GED + 2 years’ experience may be considered in lieu of a bachelor’s degree
2+ years of experience working with retirement plans
Proficiency with Microsoft Office, including strong Excel skills
Strong organizational, analytical, and problem-solving skills
Strong written and verbal communication skills
Strong time management skills
Ability to work independently, take initiative, and think proactively
Experience supporting multiple client relationships in a retirement plan or financial services environment preferred
Bachelor’s degree preferred

Benefits

Comp & perks

Health, dental, vision and life insurance plans
401(k) Savings plan with generous company matching contributions up to 6%
Voya Retirement Plan with employer paid cash balance retirement plan (4%)
20 days paid time off
Nine paid company holidays
Flexible Diversity Celebration Day
40 hours of paid volunteer time per calendar year
Incentive opportunities, including annual cash incentives, sales incentives, and/or long-term incentives, based on role and performance objectives
Reasonable accommodations for qualified individuals with disabilities