Operations Coordinator-Advisory Services in Windsor, CT at Voya

Date Posted: 5/12/2018

Job Snapshot

  • Employee Type:
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

As part of the application process, a candidate account is required to log in and view application(s).  Please be sure to check email regularly for information regarding our employment process.

Profile Summary:

Position within the Advisory Services team in Windsor, CT or Des Moines, IA performing functions related to the establishment and ongoing maintenance of advisory accounts

Profile Description:

- Process and reconcile daily and quarterly/monthly advisory fees for clients and reps
-Perform advisory account maintenance such as fee schedule updates, performance & billing households
-Field inbound calls from Voya Advisors

-Review and respond to incoming service request tickets through Salesforce.
-Review advisory operational reports for accuracy and proactive problem resolution. 
-Research and resolve issues
- Conduct daily reconciliations of invested assets and advisory fees
-Assist with training of various advisory programs
-Provide operational support for advisory projects of Voya
-Assist with implementation and maintenance of programs in operations area to maximize efficiencies and customer service.

- Review paperwork for accuracy/good order, and build new accounts

- Build new Advisory accounts by aligning to appropriate program and model and set-up of fee schedules and households, etc.
-Cross train on other areas of operations such as money desk, transfers, maintenance, etc. to assist areas during time of need.
-Other duties as assigned.


  • Series 7 License preferred
  • NetX, Pershing and/or general broker/dealer knowledge beneficial 
  • Proficient in Microsoft Excel
  • High attention to detail with high accuracy in processing required
  • Able to work in a fast paced environment
  • Excellent customer service attitude and skills required
  • Two years plus related experience
  • Strong communication and organizational skills

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.