Voya Financial · 2 days ago
Sr Customer Services Rep- Retirement
New York, NY
Full-time
Hybrid
Mid, Senior Level
$57K/yr - $72K/yr
2+ years expVoya Financial is dedicated to providing opportunities for a better financial future. The Sr Customer Services Rep for Retirement will be responsible for answering participant calls, educating them about their retirement plans, and ensuring an outstanding service experience for participants.
Financial Services
Hiring Manager
Tammy Burm
Responsibilities
Uses a variety of systems and tools to promptly respond to inquiries received via inbound phone lines
Provides information to callers about various features of specific Plans/ policies
Explains complex Plan features and concepts to plan participants and beneficiaries
Captures caller information on participant management system
May be required to follow up with participant to ensure service issue has been resolved
Meet with participants to discuss general account information as well as provide assistance with transactions or the completion of paperwork
Contributes to process improvement by capturing voice of the participant feedback, participating in RCPS, suggesting counter measures and processing changes
Assists managers with the review of administrative procedures to ensure consistency
Complies with all division policies and regulatory requirements
Execution of duties will necessitate a firm understanding of a variety of company policies, industry initiatives, and legal guidelines
Provides training and guidance to Participant Contact Center Representatives
Mentor to new hire classes
Participates in special projects as assigned by the manager
Meets FINRA requirements to retain SIE, Series 6 and 63 registrations, including but not limited to: annual training, understanding and complying with required reporting, and staying current on FINRA and broker dealer policies and procedures
Other duties as assigned
Qualification
Required
High School diploma or equivalent
2+ years participant service experience
FINRA SIE, Series 6 and 63 or must be obtained within 120 days
In depth knowledge of products
Excellent verbal and written communication skills
Preferred
Bachelor's Degree
Benefits
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
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
H1B Sponsorship
Voya Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
CEO
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
2026-01-09
Coverager - Insurance news and insights
2025-12-24
2025-12-10
Company data provided by crunchbase