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# Client Relationship Associate, Wealth Management

- **Company:** Voya Financial, Inc.
- **Location:** Boston, MA, United States
- **Salary:** $70,000.0 - $80,000.0
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Workday
- **Published:** September 15, 2026
- **Apply:** https://godirect.wd5.myworkdayjobs.com/voya_jobs/job/MA-Boston-121-Seaport-Blvd/Client-Relationship-Associate---Wealth-Management_JR0031717

## About the Role

This role is ideal for a proactive, detail-oriented professional who takes ownership of every client interaction, thrives in a fast-paced environment, and wants a career path built on impact, not just a job title. Your ideas matter here., * We're looking for curious, client-obsessed professionals who are energized by meaningful conversations and want to grow in financial services.

 * Bachelor's degree in finance or a related business field preferred.
 * Strong technical aptitude and customer service instincts.
 * Demonstrated relationship-building skills in a phone-based or client-facing environment.
 * Strong communication skills, written and verbal.
 * Detail-oriented with the ability to manage multiple priorities in a fast-moving environment.
 * Background in Defined Contribution or retail investment products a plus.

## Description

As a Client Relationship Associate, you'll be the operational backbone of a high-performing team of Wealth Consultants and Wealth Strategists. You're not just answering phones - you're making sure clients feel heard, requests get resolved, and nothing falls through the cracks. This is how careers in wealth management get built: by learning the business from the inside out.
You'll also be supported in pursuing your Series 7 and Series 66 licenses - study time is part of the role, not something you squeeze in after hours. Getting licensed isn't just encouraged here, it's the plan., * Serve as a primary point of contact for retail clients and retirement plan participants.

 * Handle approximately 30 inbound service calls daily - resolving what you can, and routing what you can't with context and care.
 * Follow up proactively so nothing sits open longer than it should.
 * Partner with internal teams to keep the client experience seamless end to end.
 * Keep the consulting Team Client-Facing.
 * Wealth Consultants trust you to own the details - so they can stay focused on advising
Manage funding paperwork, account documentation, and new account processing
Track open items and see them through to completion.

 * Coordinate with operations, compliance, and back-office partners as needed.
 * Build Your Foundation in Wealth Management -Dedicate time during your workday to studying for your Series 7 and Series 66 licenses.
 * Gain direct exposure to advisor workflows, investment products, and client relationship management.
 * Develop the knowledge and credentials to grow into a licensed consultant role at Voya.

Support Account Servicing, Trading, and Funding

 * Assist with brokerage account trading, servicing, and mutual fund transactions.
 * Support self-directed customers with funding new online accounts.
 * Help clients consolidate outside retirement assets into new retirement accounts.

Drive Rollover and Sales Support Activities

 * Make outbound calls to participants to follow up on outstanding paperwork and rollover status.
 * Coordinate with outside carriers and plan sponsors to gather required information and signatures.
 * Communicate with agents and brokers to answer inquiries and resolve problems efficiently.

Operate with Purpose and Discipline

 * Maintain compliance with regulatory and fiduciary standards across all client interactions.
 * Use data, activity metrics, and client feedback to continuously improve how you serve clients.
 * Represent Voya's values in every interaction: putting people first, planning for the long term, and doing what's right., * Transform with AI & Automation: We continuously improve how work gets done through innovation.
 * Drive Performance Through Our People: We invest in learning, growth, and putting the right people in the right roles.
 * Execute on the Fundamentals: We lead with discipline, consistency, and attention to detail.