Client Relationship Manager - TEM
6 days ago
Description
• Manages all aspects of Tax Exempt/401k sponsored plans • Maintain and enhance relationships with existing clients • Help to contribute to increased profitability • Serves as primary customer contact for specific sponsored plans • Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units • Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's • Contributes to product development and process improvement efforts • Directly resolves complex service and communications issues with customers • Identifies and assists field partners with plan retention opportunities • Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required • Other duties as assigned
Requirements
• Bachelors degree in Business Administration or equivalent • 3+ years financial services industry experience • Customer Services experience/skills • Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce 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%) • 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
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