Client Relationship Manager Voya Financial Advisors at Voya Financial in Miamisburg, OH

Job description

• 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 bachelor’s degree strongly preferred.

Responsibilities

• · 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.

Requirements

• · 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

Skills

Required

• MS Word
• MS Excel
• MS PowerPoint
• MS Outlook
• Salesforce
• Mailchimp

Benefits

• Flexible schedule