Client Relationship Associate - Wealth Management
Voya FinancialBoston, Massachusetts, United States
Posted October 5, 2025
70000 - 80000 USD year
Full Time
About the Company
Voya believes in being bold and committed to action. They are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued, and intentionally pursued.
Job Description
Voya is a company that fights for everyone's opportunity for a better financial future. They are committed to a work environment where differences are valued and pursued. As a Client Relationship Associate - Wealth Management, you will serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. You will also spend time preparing to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, 63, and 65/66 licenses.
Requirements
- Handle retail client inbound call volumes and all associated client service requests
- Assist with account set-up, documentation, and basic transactions
- Support advisors with scheduling and follow-ups
- Learn financial services basics and begin licensing preparation
Benefits
- Health, dental, vision, and life insurance plans
- 401(k) Savings plan with generous company matching contributions
- Voya Retirement Plan - employer paid cash balance retirement plan
- 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
