Client Service Manager Nonqualified

4 weeks ago


San Francisco, California, United States Voya Financial Full time

Job Summary
Voya Financial is seeking a highly skilled Client Service Manager Nonqualified to join our team. As a key member of our Executive Benefit Services department, you will be responsible for providing exceptional service to our clients and ensuring the highest level of client satisfaction. This role requires a strong understanding of executive retirement plans, including SERP plans, Restoration Plans, deferral plans, and Rabbi Trusts. If you have a passion for delivering outstanding client service and a keen eye for detail, we encourage you to apply for this exciting opportunity.

Key Responsibilities
• Serve as the primary contact for assigned caseload and ensure highest level of client satisfaction
• 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

Requirements
• Minimum of 6+ years' experience administering Non-Qualified deferred compensation plans for Fortune 1000 companies
• Bachelor's 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
• 457 plan experience

What We Offer
Voya Financial is committed to providing a comprehensive benefits package, including health, dental, vision, and life insurance plans. We also offer a 401(k) Savings plan with generous company matching contributions (up to 6%) and a Voya Retirement Plan with employer-paid cash balance retirement plan (4%). Additionally, we provide tuition reimbursement up to $5,250/year, paid time off, and paid volunteer time.



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