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Client Relationship Manager Mid - Market at Voya Financial - ApplyBlast

Client Relationship Manager Mid - Market

Voya Financial

4 months ago

3.8 on Glassdoor

Remote

Full Time

Senior

17 applicants

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About this role

The Client Relationship Manager (CRM) for mid-market accounts is an individual contributor responsible for exceeding client expectations regarding service strategy, retention, and plan optimization. This role involves building trust-based relationships with key stakeholders, analyzing plan data to develop strategic solutions, and leading cross-functional teams to execute on client engagement plans. The position also focuses on managing contracts, negotiating service level agreements, and identifying opportunities for organic growth and cross-selling within the defined contribution plan space.

Responsibilities

Build trust-based relationships with client key stakeholders and senior executives
Analyze plan data to develop strategic solutions for client needs
Manage contract negotiations and service level agreements
Lead cross-functional service teams to execute engagement plans
Identify and close opportunities for organic growth and cross-selling

Skills

Qualifications

FINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 LicenseBS in Finance or Related Field6+ years in client service for defined contribution plans

About Voya Financial

voya.com

Headquarters

New York, New York, United States

Company Size

5001-10000 employees

Founded

2014

View Profile

We help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.