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Client Relationship Associate, Wealth Management

Voya Financial

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Location:
United States , Boston

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Category:
IT - Administration

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Contract Type:
Employment contract

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Salary:

70000.00 - 80000.00 USD / Year
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Job Description:

As an entry-level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. This role is the foundation for your career in wealth management, offering hands-on experience with brokerage account trading and servicing. Start date is as early as January 2026 with additional opportunities after May 2026. This is a five-day per week in-office position in our Boston, MA office located on the Seaport.

Job Responsibility:

  • Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day and support for all client service execution for the Investor Channel team)
  • Assist with account set-up, documentation and basic transactions
  • Support advisors with scheduling and follow-ups
  • Learn financial services basics and begin licensing preparation
  • Other duties as assigned

Requirements:

  • Bachelor's degree in finance or related business field is preferred and considered in lieu of experience
  • 1-3 years of Financial services or related experience in lieu of Bachelor's degree
  • CRPC designation will be expected to be garnered within 12 – 24 months from start date
  • Strong commitment to the client relationship experience
  • Working knowledge of retirement and retirement income planning
  • Full adherence to FINRA/DOL fiduciary standards
  • Dedication to delivering an outstanding client experience
  • Willingness to share best practices
  • Strong work ethic
  • Combination of inbound and outbound calling experience
  • Leadership traits
  • Excellent communication skills
  • Must obtain FINRA licenses (SIE, Series 7, 63 and 65/66)
What we offer:
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
  • Paid volunteer time — 40 hours per calendar year

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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