Senior Associate - Plan Management (India)

Senior Associate - Plan Management (India)

24 Oct
|
Voya Financial
|
India

24 Oct

Voya Financial

India

About Voya:

Voya India (earlier VFISLK) started out as a joint venture between U.S. financial services company Voya Financial and SLK, a software services company and is head quartered at Bangalore. As of Aug 2023, we are a wholly owned subsidiary of Voya Financial. We are a dynamic technology & business process transformation company that provides world-class technology & business process management services, with an emphasis on quality, speed & optimization driven through automation.

We support and deliver innovative solutions to Voya’s Retirement, Employee Benefits, and Investment Management businesses.

More information about us is available at: https://www.voyaindia.co

Role Summary

Acts as the primary day��to‑day client contact, ensuring timely resolution of plan and participant issues through effective coordination with Operations, Call Center, Legal, and Consulting teams. Delivers accurate and compliant plan administration by providing subject‑matter expertise, audit support, and strong data management. Strengthens client relationships and retention by leading service reviews, reporting, and proactive issue resolution across multiple plans.

Roles & Responsibility:

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

Education

Graduation

Primary Skill:

Retirement Domain Experience is must

Strong Written Communication

Excellent Verbal Communication

Excellent Client Management Skills

Partnership and Client Relationship Management

Engaging

Strong Customer Service Skills

Analytical

Highly Organized

Solid Attention to detail

Strategic

Robust Multi-tasking skills

Secondary Skill:

Solid technical aptitude of MS Office with strong excel

Knowledge of Omni is a plus

Location:

Bengaluru

📌 Senior Associate - Plan Management (India)
🏢 Voya Financial
📍 India

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