Lead Associate (India)

Lead Associate (India)

06 Nov
|
Voya Financial
|
India

06 Nov

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.com

Role Summary

Plan Consultants play a vital role in delivering exceptional retirement plan servicing by ensuring operational accuracy, regulatory compliance, efficient plan administration, and a positive client experience. Plan Consultants serve as a key liaison between clients and operational teams, helping sponsors and participants navigate complex retirement plan activities while supporting Voya's commitment to service excellence.

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

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

Graduate

Primary Skill:

Strong DC Domain knowledge

Strong Written Communication

Excellent Verbal Communication

Excellent Client Management Skills

Partnership and Client Relationship Management

Strong Customer Service Skills

Analytical

Highly Organized

Solid Attention to detail

Strong Multi-tasking skills

Location:

Bengaluru

📌 Lead Associate (India)
🏢 Voya Financial
📍 India

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