Sr Customer Services Rep- Retirement
Voya Financial(1 month ago)
About this role
The Participant Services Representative at Voya responds to inbound calls from participants in employer-sponsored retirement plans, helping them understand plan features and options (401(k), 457, 401(a), IRAs). The role focuses on delivering an outstanding participant experience and guiding participants and beneficiaries toward financial wellness and retirement readiness. This position is based in New York, NY with a hybrid work arrangement following an initial in-office period.
Required Skills
- Customer Service
- Communication
- Retirement Plans
- Call Handling
- Compliance
- Mentoring
- Process Improvement
- Documentation
Qualifications
- High School Diploma or Equivalent
- SIE
- Series 6 (must obtain)
- Series 63 (must obtain)
- Bachelor's Degree (Preferred)
About Voya Financial
voya.comWe help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.
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