Client Relationship Manager
Core
Managing assigned book of business to drive new business implementation, asset retention, and client satisfaction.
Role type
Client Relationship Manager
Builds
Financial services solutions for key clients, distribution partners, and TPAs
Domain
Financial services / Defined contribution marketplace
Deliverable
client delivery
Required skills
Business plan development, investment consultation, participant education campaign design, sales presentation support, new product initiative support
Preferred skills
Strong analytical skills, organizational skills, time management
Technologies
Voya Service Model
Responsibilities
Maintain and strengthen relationships with key clients, distribution partners and TPAs; Develop business plans that identify key clients and list action steps to manage those relationships; Consult with clients and brokers on investment issues including performance, diversification, style and suitability; Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates; Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures; Introduce and support new product and service initiatives