Client Transition Specialist-Retirement Services in Windsor, CT at Voya

Date Posted: 2/12/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Windsor, CT
  • Job Type:
    Other
  • Experience:
    Not Specified
  • Date Posted:
    2/12/2018

Job Description

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Profile Summary:

****Currently seeking 4 Client Transition Specialist in Windsor, CT***

Serves as the main point of contact during plan transition managing the plan installation process from plan receipt through plan go live.



Profile Description:

  • Responsible for the transition of corporate defined contribution plans from external carriers to Voya and establishment of startup retirement plans.
  • Responsible for the conversion of corporate plans from different products and platforms within Voya.

Education & Experience:

  • BS Degree or equivalent experience
  • 1-3 years of experience in corporate retirement plans
  • Series 6 preferred or needs to be obtained within 6 months of start date
  • Strong knowledge of defined contribution products.
  • Experience with Microsoft Office Suite and Omni preferred
  • Demonstrated analytical/problem solving skills.
  • Ability to clearly communicate complex technical issues
  • Will require overtime during busy periods ( last quarter – Nov and Dec in particular)
  • Ability to handle multiple issues simultaneously.
  • Works well in an environment with deadlines and scheduled deliverables

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 Critical Skills.