Client Relationship Manager Voya Financial Advisors
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Job Location:
Miamisburg, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
We are a small wealth management investment advisory team in Miamisburg OH. We are looking for someone who has a positive attitude and sincere willingness to constantly learn and provide great service to our clients. Responsibilities and pay will increase over time. This is an in-person position.
Initial responsibilities will include greeting clients scheduling appointments and data entry. Qualified candidates will be eager to learn have at least some college education with a bachelors degree strongly preferred.
Responsibilities and Primary Activities:
Greets clients and prospective clients in a friendly and sincere manner making them feel comfortable when they visit the office.
Handles incoming telephone calls to screen solicitors and connect clients with their respective advisors.
Sorts and distributes the mail.
Sends periodic client correspondence.
Coordinates the assembly and mailing of client paperwork.
Orders and manages office supplies.
Copy/Fax/Scan/Bind financial planning documentation.
Assists in filing of client records.
Assists in entry and management of client information within Salesforce.
Sends weekly Market Commentary and other email campaigns.
Helps maintain clean conference room and kitchen for clients and advisors.
Prepare and modify documents including correspondence reports drafts memos and emails.
Contributes to team effort by accomplishing related results as needed.
Hours Compensation and Schedule:
Initial workweek will include 8:30-4pm Monday-Thursday at Voyas office in Miamisburg OH. Additional hours may be available based upon workload and availability.
Position will be compensated hourly at an initial rate of $16 per hour determined by experience and expertise.
Knowledge Skills and Abilities:
Excellent attitude and client service orientation
Superior phone skills-friendly and helpful
Proficiency in MS Word MS Excel MS PowerPoint and MS Outlook
Ability to learn or use Salesforce and Mailchimp Software
Ability to attend work consistently and on time
Excellent communication skills written and verbal
Ability to multi-task and handle distractions
Job Type: Part-time
Benefits:
- Flexible schedule
Ability to Relocate:Work Location: In person
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public ... View more
