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Voya Financial Client Service Associate Albany, NY

Voya Financial Advisors
locationAlbany, NY, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

Job Title: Client Service Associate
Location: Albany, NY
Company: Voya Financial Advisors, Inc

About Us

Voya is a leading financial services firm dedicated to providing exceptional service and innovative solutions to our clients. We are committed to fostering a collaborative work environment where our employees can thrive and grow.

Job Description

We are seeking a motivated and detail-oriented Client Service Associate to join our team full-time. In this role, you will be responsible for providing top-notch service to our clients, assisting with account management, and supporting our financial advisors. The ideal candidate will have excellent communication skills and a passion for helping clients achieve their financial goals. Financial knowledge is not required, as we are willing to train the right person.

Key Responsibilities

  • Serve as the primary point of contact for clients, addressing inquiries and resolving issues in a timely manner
  • Assist clients with account setup, maintenance, and transactions
  • Schedule appointments with clients and coordinate meetings
  • Provide support to financial advisors by preparing reports, managing schedules, and coordinating client meetings
  • Maintain accurate client records and ensure compliance with industry regulations
  • Collaborate with team members to improve processes and enhance client satisfaction

Qualifications

  • High school diploma or equivalent; degree not required
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong organizational and multitasking abilities
  • Proficiency in Microsoft Office Suite
  • Willingness to learn and adapt to new information and processes

Compensation & Benefits

  • Starting Salary: $41,600 annually
  • Full-Time Position
  • Health Insurance and 401(k) Plan
  • Opportunities for wage increases upon obtaining financial industry licenses
  • Comprehensive training provided

How to Apply

Interested candidates should submit their resume and cover letter to dawn.kot@voyafa.com by July 1, 2025.

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