Client Account Manager

Company: Disability Solutions
Location: New York
Posted on: November 5, 2024

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 Service and Relationship Management 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 executing on proactive and ongoing client relationship servicing, in partnership with Voya IM Sales teams. The individual is expected to work both independently and collaboratively, both within Voya IM and with external clients and their constituents, to provide regular communication and manage clients' portfolio-related needs.*Ideal candidate will be located in the NYC area with the ability to work at our NYC office at least 2-3 days per week.*The Contributions You Will Make1. Provide service to Institutional and Insurance clients related to separately managed portfolios and fund investments with Voya IM, collaborating with Relationship Managers, to provide exceptional day-to-day service for assigned clients. 2. Regularly interface with and amongst Voya IM teams and external clients to respond to portfolio related inquiries, establish accounts, lead and implement mandate changes, and resolve issues fully and timely.3. Lead, interact and partner with cross-functional teams, including Operations, Investments, Sales, Finance, Product, Compliance, and Legal as it relates to new clients and ongoing support for existing clients.4. Partner within the broader Client Service and Relationship Management team and across the organization to lead and manage client communications and deliver on client needs independently and effectively. Respond to requests for information and 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. Attend and contribute to client meetings.7. Apply investment knowledge and experience in servicing Institutional and Insurance 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 that impact clients and the team, implement process enhancements to enhance the client experience.9. Provide support to the broader Client Service and Relationship Management team, including client recordkeeping system updates, process documentation, RFP responses, materials for client review meetings, etc. 10. Ensure continuous collaboration and full integration with client service team members via frequent teleconference meetings 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 10 years of experience and working knowledge of the asset management business, including at least 5 years of specific client service experience for Institutional and/or Insurance clients.2. Exceptional and effective verbal and written communication skills, and ability to independently and effectively collaborate with a high level of attention to detail to provide regular service and implement client mandate changes.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. Exceptional project management skills; ability to effectively champion new initiatives, including leading cross-departmental coordination to present ideas and implement client solutions.6. Critical thinking and ability communicate complex information in simple terms.7. Adaptable to work in an ever-changing, multi-tasked environment with high, competing priorities, complexity, and strict deadlines.8. Ability to optimize use of technology, including strong working knowledge of Microsoft Office Suite.9. Working knowledge of fixed income and equity securities, asset management industry, and the firm's products.Preferred Knowledge and Experience1. Additional experience within Institutional and/or Insurance client servicing, relationship management, or 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. Advanced degree or investment-related certification, e.g., MBA, CFA.4. Series 7, 63, and/or 66 licensed, a plus.#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. $140,000 to $160,000 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

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement Plan - employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time - 40 hours per calendar yearLearn more about Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture:
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference .

Keywords: Disability Solutions, Westport , Client Account Manager, Executive , New York, Connecticut