Plan Consultant / Plan Manager Domain: US Retirement Services / Wealth Solutions Role Description

• Primary client contact for all day to day customer service requests and acts as a liaison between the client, Operations, and the Call Center

• 2nd level of client day/day contact

• Client Services / Plan Administration Subject Matter Expert

• Participates in regularly scheduled client calls and on demand meetings

• Available to participate in service reviews

• Internal/External Audit support

• Provides customer support for routine inquiries or requests

• Resolves plan and participant level issues

• Coordinates all internal resources and questions from client (Legal, Qualified Plan Consulting) and facilitates to resolution

• Coordinates with internal operations departments to ensure accurate, complete, and timely processing of transactions

• Participates in relationship management and identifies and assists with plan retention opportunities

• Supports plan operation through resolution of sponsor & sponsor-initiated inquiries





• Maintenance of plan and participant data, and problem research and resolution

• Handle Multiple Clients

• Ensure best practices used across clients

• Back up structure for client coverage

• Responsible for monthly client reporting

• Preparation of ad hoc reporting Skills and Competencies

• Strong Written Communication

• Excellent Verbal Communication

• Excellent Client Management Skills

• Partnership and Client Relationship Management

• Engaging

• Strong Customer Service Skills

• Analytical

• Highly Organized

• Strong Attention to detail

• Strategic

• Strong Multi-tasking skills Qualifications

• College Degree

• 2-9 years of Defined Contribution work & operations experience

• 1-5 Defined Contribution Client Services/Plan Administration experience • Solid technical aptitude of MS Office with solid excel

• Knowledge of Omni is a plus

📌 Operations Executive (Maharashtra)
🏢 Voya India
📍 Maharashtra