Client Relationship Consultant – Retirement

Voya Financial

. Build, maintain, and enhance relationships with an assigned book of existing law firm clients under general supervision .

Posted 11/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $63,470 - $105,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management, particularly within the context of 401(k) plans and ERISA provisions, while effectively utilizing communication skills to enhance client satisfaction and retention.

Highest-signal resume keywords

Client Relationship Management401(K) Plan KnowledgeFINRA SIE CertificationSeries 6 CertificationCommunication Skills

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

Client RetentionNondiscrimination TestingForm 5500Plan UtilizationFund Performance

Soft Skills

Written CommunicationVerbal CommunicationProblem Solving

Tools & Technologies

Automation ToolsAI ToolsDigital Tools

Certifications & Qualifications

Bachelor's DegreeFINRA SIESeries 6

Industry Keywords

ERISA ProvisionsClient SatisfactionSales SupportRecordkeepingOperations

About the role

Key responsibilities & impact

Build, maintain, and enhance relationships with an assigned book of existing law firm clients under general supervision
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 escalate matters to management as appropriate
Develop and maintain a thorough understanding of assigned clients’ requirements
Maintain overall responsibility for client relationships and client retention
Leverage available automation, AI, and digital tools responsibly to improve client support
Perform other duties as assigned

Requirements

What you’ll need

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
OMNI experience 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 — employer paid cash balance retirement plan at 4%
Tuition reimbursement up to $5,250/year
20 days paid time off
Nine paid company holidays
Flexible Diversity Celebration Day
40 hours of paid volunteer time per calendar year
Annual cash incentives, sales incentives, and/or long-term incentives based on the role and achievement of annual performance objectives