Client Service Manager - NQ in Livermore, CA

$80K - $100K(Ladders Estimates)

Voya Financial, Inc   •  

Livermore, CA 94550

Industry: Finance & Insurance

  •  

5 - 7 years

Posted 56 days ago

Profile Summary:

This position will be responsible for the ongoing plan administration services provided to an assigned caseload of 409A clients and executive retirement plans. Our Executive Benefit Services department is responsible for the daily activities for the plans, as well as answering inquiries and generally ensuring the highest level of client satisfaction. The chosen candidate(s) are expected to have and maintain an in-depth knowledge of executive retirement plans, such as SERP plans, Restoration Plans, deferral plans and Rabbi Trusts. In addition, core knowledge of multiple funding methods for Liabilities and Assets is required, including COLI, Split Dollar, VUL, Mutual Funds and Unfunded Plans.

Profile Description:

  • Serve as the primary contact and ensure highest level of client satisfaction for assigned caseload. Work with Sr. Client Service Manager as needed.
  • Produce and deliver accurate client quarterly valuations in a timely manner
  • Manage requests related to enrollment material
  • Manage Daily Asset/Liability reconciliation
  • Contribute to strategic consultation and keep senior management informed about client relationship
  • Partner with Sr Client managers and work closely with sales, recordkeeping and operations staff
  • Contribute to resolution of account imbalances with the trading partner in a timely fashion
  • Assist with projects or duties from outside departments as needed

Knowledge & Experience:

  • Minimum of 6+ years' experience administering Non-Qualified deferred compensation plans for Fortune 1000 companies
  • Bachelor's degree in finance or business – related field preferred
  • Experience with Microsoft Word & Excel, and the ability to learn new software quickly
  • Excellent communication, organization, prioritization, and problem – solving skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Must be detail-oriented, a self – starter, entrepreneurial, and motivated
  • Experience in Relius Administration and Crystal Reports software programs


Valid Through: 2019-9-16