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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships within the financial services industry, ensuring operational efficiency and service delivery while supporting profitability and risk management.
Highest-signal resume keywords
Client Relationship ManagementFinancial Services ExperienceCustomer Service SkillsOperational EfficiencyRisk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Certifications & Qualifications
High School DiplomaGEDBachelor’s Degree in Business Administration
Industry Keywords
Sponsored PlansService DeliveryProfitabilityClient MeetingsSales Opportunities
About the role
Key responsibilities & impact- Manage all aspects of specific sponsored plans
- Build and maintain strong client relationships
- Support overall profitability
- Ensure seamless day-to-day operations and timely delivery of periodic processing events
- Apply operational best practices to ensure plans run efficiently and meet client needs
- Enhance service delivery by managing risk and improving efficiency and quality
- Serve as liaison between internal and external partners supporting plan operations
- Participate in sponsor calls and meetings
- Support sales opportunities, including participation in onsite presentations
- Travel as needed to attend client meetings
Requirements
What you’ll need- High School Diploma or GED required
- 5+ years of experience in the financial services industry
- Strong customer service experience and skills
- Experience managing highly sensitive and at-risk client relationships
- Bachelor’s degree in Business Administration or equivalent 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 (4%)
- Tuition reimbursement up to $5,250/year
- Paid 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 year
- Incentive opportunities, including annual cash incentives, sales incentives, and/or long-term incentives, based on the role and achievement of annual performance objectives