Client Account Manager
Company: Disability Solutions
Location: Atlanta
Posted on: April 28, 2024
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Job Description:
Together we fight for everyone's opportunity for a better
financial future. We will do this together - with customers,
partners and colleagues. We will fight for others, not against: We
will stand up for and champion everyone's access to opportunities.
The status quo is not good enough ... we believe every individual
and every community deserves access to financial opportunities. We
are determined to support both individuals and communities in
reaching a better financial future. We know that reaching this
future depends on our actions today.Like our Purpose Statement,
Voya believes in being bold and committed to action. We are
committed to a work environment where the differences that we are
born with - and those we acquire throughout our lives - are
understood, valued and intentionally pursued. We believe that our
employees own our culture and have a responsibility to foster an
environment where we all feel comfortable bringing our whole selves
to work. Purposefully bringing our differences together to
positively influence our culture, serve our clients and enrich our
communities is essential to our vision. Are you ready to join a
company with a strong purpose and a winning culture? Start your
Voyage - Apply Now Get to Know the OpportunityAs a member of Voya
Investment Management's Client Relationship Team, the Client
Account Manager will support and provide service to clients of Voya
IM, spanning both public and private fixed income and equity
investment strategies. The individual is responsible for
maintaining and strengthening the organization's relationships with
new and existing clients by providing support to Voya IM's Client
Account Management and Sales teams and executing on proactive and
ongoing client servicing. The individual is expected to work both
independently and collaboratively to provide regular communication
and manage client needs within Voya IM and with external
clients.*This is an office first-hybrid opportunity* The
Contributions You Will Make1. Provide support to client
relationships, collaborating with Senior Client Account Manager and
Relationship Managers to service assigned client accounts. 2.
Regularly interface between Voya IM teams and external clients to
respond to inquiries, establish accounts, and resolve issues.3.
Interact and partner with cross-functional teams, including
Operations, Investments, Sales, Finance, Product, and Legal as it
relates to new clients and ongoing support for existing clients.4.
Partner within the Client Relationship team and across the
organization to respond to requests for information and answer
day-to-day questions in a timely and professional manner; seek
resolutions as issues arise.5. Ensure accuracy of client data and
internal systems to ensure proper allocation of accounts,
compliance, calculation of fees, timely reporting, and delivery of
firm disclosures.6. Independently, and collaboratively with Sales
and Investments teams, prepare presentation materials for client
meetings.7. Apply investment knowledge and experience in servicing
Institutional and/or Intermediary/Retail clients to effectively
undertake and address account-related matters, identify
opportunities to enhance and/or expand service provided to clients
and advisors. 8. Champion initiatives to implement process
enhancements and enhance the client experience.9. Provide support
to the broader Client Relationship team, including client
recordkeeping system updates, RFP responses, materials for client
review meetings, etc. 10. Ensure continuous collaboration and full
integration with team members located in New York, Connecticut, and
Georgia, via frequent teleconference and periodic travel (approx.
1-4 times per year).Minimum Knowledge and Experience1. Bachelor's
degree in Business, Finance, or related field with at least 5 years
of experience and working knowledge of the asset management
business, including at least 3 years of Institutional or
Intermediary/Retail client service experience.2. Exceptional and
effective verbal and written communication skills, and ability to
effectively collaborate with internal and external partners,
clients, and financial advisor firms.3. Service oriented,
client-focused, consultative philosophy.4. Teamwork mentality, and
ability to develop, engage with and maintain effective working
relationships with individuals throughout the organization and
external partners.5. Excellent verbal and written communication
skills with a high level of attention to detail.6. Exceptional
project management skills; ability to effectively champion new
initiatives, including leading cross-departmental coordination to
present ideas and implement solutions.7. Critical thinking and
ability communicate complex information in simple terms.8.
Adaptable to work in an ever-changing, multi-tasked environment
with high priorities, varying workloads, and deadlines.9. Ability
to optimize use of technology, including strong working knowledge
of Microsoft Office Suite.10. Working knowledge of fixed income and
equity securities, asset management industry, and the firm's
products.Preferred Knowledge and Experience1.Specific experience
within Institutional, Insurance, and/or Intermediary/Retail client
servicing, relationship management, product management.2. Knowledge
of private and alternatives investment strategies, including but
not limited to renewable energy, infrastructure, private credit,
private equity, and/or commercial mortgage loans, a plus. 3. Series
7, 63, and 66 licensed.4. Advanced degree or certification, e.g.,
MBA, CFA.#LI-BMSCompensation Pay Disclosure: Voya is committed to
pay that's fair and equitable, which means comparable pay for
comparable roles and responsibilities. The below annual base salary
range reflects the expected hiring range(s) for this position in
the location(s) listed. In addition to base salary, Voya offers
incentive opportunities (i.e., annual cash incentives, sales
incentives, and/or long-term incentives) based on the role to
reward the achievement of annual performance objectives. Please
note that this salary information is solely for candidates hired to
perform work within one of these locations, and refers to the
amount Voya Financial is willing to pay at the time of this
posting. Actual compensation offered may vary from the posted
salary range based upon the candidate's geographic location, work
experience, education, licensure requirements and/or skill level
and will be finalized at the time of offer. Salaries for part-time
roles will be prorated based upon the agreed upon number of hours
to be regularly worked. $88,000 - $110,000 USDBe Well. Stay Well.
Voya provides the resources that can make a difference in your
lives. To us, this means thriving physically, financially, socially
and emotionally. Voya benefits are designed to help you do just
that. That's why we offer an array of plans, programs, tools and
resources with one goal in mind: To help you and your family be
well and stay well.What We Offer
Keywords: Disability Solutions, North Atlanta , Client Account Manager, Executive , Atlanta, Georgia
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