Client Relationship Associate, Wealth Management

Welcome to Voya Financial - a leading provider of retirement solutions and investment management services. We are seeking a dynamic and driven Client Relationship Associate to join our Wealth Management team. In this role, you will have the opportunity to build strong relationships with high net worth clients, providing them with personalized financial solutions to help them achieve their goals. As a Client Relationship Associate, you will play a crucial role in our clients' financial success and be a key contributor to the growth of our business. If you are passionate about working with individuals to secure their financial future and have a strong background in wealth management, we invite you to apply.

1. Develop and maintain strong relationships with high net worth clients by providing exceptional customer service and personalized financial solutions.
2. Serve as a primary point of contact for clients, addressing their inquiries and concerns in a timely and professional manner.
3. Collaborate with the Wealth Management team to develop and implement effective strategies for managing clients' assets and achieving their financial goals.
4. Conduct thorough financial analyses to understand clients' current financial situation and identify potential areas for improvement.
5. Proactively identify cross-selling opportunities to promote additional Voya Financial products and services to clients.
6. Stay up-to-date on industry trends and developments to provide clients with informed and up-to-date financial advice.
7. Ensure compliance with all regulatory requirements and company policies.
8. Maintain accurate and detailed records of client interactions and transactions.
9. Participate in team meetings and contribute to the overall growth and success of the Wealth Management department.
10. Continuously seek opportunities to enhance the client experience and improve processes and procedures.

According to JobzMall, the average salary range for a Client Relationship Associate, Wealth Management in Boston, MA, USA is $50,000 - $80,000 per year. This can vary depending on factors such as experience, education, and the specific company or financial institution. Some individuals in this role may also receive bonuses or commissions based on performance.

Voya Financial is an American financial, retirement, investment and insurance company based in New York, New York. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering.