AVP, SMA Client Service Specialist

Atlanta, Georgia
Competitive and attractive base salary with a performance bonus component as well
May 19, 2023
Jun 18, 2023
Industry Sector
Asset Management
Employment Type
Full Time

Get to Know the Opportunity
As a member of Voya Investment Management’s Client Service Team, the SMA Client Service Specialist will support and provide service to Intermediary/Retail Managed Accounts (SMA) clients of Voya IM, spanning both fixed income and equity strategies. The individual is responsible for maintaining and strengthening the organization’s relationships with new and existing SMA clients by developing and executing on proactive and ongoing client service, onboarding new clients, and retaining client/advisor accounts. The individual is expected to work both independently and collaboratively to provide regular communication and manage operational coordination within Voya IM and with external financial advisor firms, as well as independently lead initiatives to enhance the overall SMA client service model.

*This is an office first-hybrid opportunity*

The Contributions You Will Make
1.    Provide end-to-end client service operational support to Intermediary Retail/Managed Accounts (SMA) platform and clients. 
2.    Regularly interface between Voya IM teams and external financial advisor firms to respond to inquiries, establish accounts, and resolve issues.
3.    Interact and partner with cross-functional teams, including Operations, Investments, Sales, Finance, Product, and Legal as it relates to implementation of new business (client agreements, investment restrictions, reporting) and ongoing support for the firm’s Managed Accounts platform. 
4.    Work directly with advisor firms and clients to effectively respond to requests for information and answer day-to-day questions in a timely and professional manner; seek resolutions as issues arise.
5.    Ensure accuracy of client data and internal systems to ensure proper allocation of accounts, compliance, calculation of fees, timely reporting, and delivery of firm disclosures.
6.    Independently, and collaboratively with Sales and Investments teams, prepare presentation materials for client meetings.
7.    Apply investment knowledge and experience in Managed Accounts to effectively undertake and address account-related matters, identify opportunities to enhance and/or expand service provided to clients and advisors. 
8.    Champion initiatives to implement process enhancements and further the SMA client service operating model.
9.    Provide support to the broader Institutional Client Service team, including client recordkeeping system updates, RFP responses, materials for client review meetings, etc. 
10.    Ensure continuous collaboration and full integration with Client Service team members located in New York, Connecticut, and Georgia, via frequent teleconference and periodic travel (approx. 2-4 times per year).

Minimum Knowledge and Experience
1.    Bachelor's degree in Business, Finance, or related field with at least 5 years of experience and working knowledge of the Managed Accounts (platforms, clients, advisors) business, including SMA client service, product and/or operational experience within the asset management industry.
2.    Exceptional and effective verbal and written communication skills, and ability to effectively collaborate with internal and external partners, clients, and financial advisor firms.
3.    Service oriented, client-focused, consultative philosophy.
4.    Teamwork mentality, and ability to develop, engage with and maintain effective working relationships with individuals throughout the organization and external partners.
5.    Excellent verbal and written communication skills with a high level of attention to detail.
6.    Exceptional project management skills; ability to effectively champion new initiatives, including leading cross-departmental coordination to present ideas and implement solutions.
7.    Critical thinking and ability communicate complex information in simple terms.
8.    Adaptable to work in an ever-changing, multi-tasked environment with high priorities, varying workloads, and deadlines.
9.    Ability to optimize use of technology, including strong working knowledge of Microsoft Office Suite.
10.    Working knowledge of fixed income and equity securities, asset management industry, and the firm’s products.

Preferred Knowledge and Experience

1.    Series 7, 63, and 66 licensed a plus.
2.    Advanced degree, e.g., MBA, a plus

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