
Client Relationship Specialist
- Denver, CO
- $53,540-66,930 per year
- Permanent
- Full-time
- Respond to inquiries from MEP participants.
- Acts a primary contact for day to day record-keeping matters with an emphasis on first-call resolution for items relating to Plan compliance, systems and processes.
- Respond to inquiries regarding 401(k) technical, product, and compliance questions by researching and resolving issues.
- Troubleshoot participant issues requiring a full working knowledge of desktop tools and resources including Voya and ADP systems and the business processes that support them.
- Analyze compliance test results and Plan documents for adherence to applicable rules and regulations.
- Instruct clients on options available to correct failed (nondiscrimination) tests.
- Ensure department adherence to daily schedule to support call volumes for inbound participant related calls.
- Maintain flexibility to handle increases in daily phone volumes during peak calling times.
- Track and trend training opportunities to be shared with management and learning and development.
- Possess thorough understanding of assigned clients’ requirements.
- Ability to work with Plan Administration to resolve an escalated issue.
- Handle financial escalations through resolution, including customer contact.
- Customer follow up on escalated or sensitive issues within established SLA.
- Other duties as assigned.
- Organization and Time Management skills.
- Ability to prioritize work.
- Flexibility of shift/hours based on workload.
- Strong verbal and written communication skills.
- Good working knowledge of the company's products and services.
- Bachelor's degree or equivalent experience.
- 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
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.