Client Relationship Associate, Wealth Management
Core
Operational backbone for Wealth Consultants and Strategists, handling client service calls, account processing, and rollover support to ensure seamless client experiences.
Role type
Client Relationship Associate (Wealth Management Operations)
Builds
Retail client service workflows, retirement account funding, and rollover processes for Voya Wealth Management
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Inbound call handling, account documentation management, outbound follow-up calling, brokerage account trading support, regulatory compliance adherence, data tracking, multi-priority management
Preferred skills
Defined Contribution background, retail investment product knowledge, Series 7/66 licensing progress
Technologies
None explicitly stated
Responsibilities
Handle ~30 daily inbound service calls and route complex issues; Process new account funding and manage account documentation; Execute outbound calls for rollover status and paperwork follow-up; Assist with brokerage trading and mutual fund transactions; Coordinate with operations, compliance, and back-office teams; Study for Series 7 and Series 66 licenses during work hours
Seniority
Entry-level to Mid-level, hands-on IC