Client Relationship Manager - External
Core
Managing assigned book of business to drive new business implementation, asset retention, and growth while ensuring client satisfaction.
Role type
Client Relationship Manager (Financial Services)
Builds
Client relationships, business plans, and participant education campaigns for defined contribution plans.
Domain
Financial Services / Defined Contribution / Retirement Planning
Deliverable
client delivery
Required skills
relationship management, business planning, investment consultation, participant education design, sales support, new product introduction
Preferred skills
analytical skills, organizational skills, time management, travel readiness
Technologies
Voya Service Model, installation process tools
Responsibilities
Maintain and strengthen relationships with key clients, distribution partners, and TPAs; Develop business plans identifying key clients and action steps; Consult with clients and brokers on investment issues including performance and diversification; Work with plan sponsors to design participant education campaigns; Assist sales representatives with presentations as a subject matter expert; Introduce and support new product and service initiatives
Seniority
Mid-level, hands-on IC