Onboarding Specialist

Voya Financial

Full-time - Entry Level

Remote

Insurance Carriers and Related Activities

About the position

The Onboarding Specialist plays a crucial role in coordinating and overseeing the onboarding process for new client portfolios and funds at Voya. This position involves collaboration with internal teams and external service providers to ensure a smooth transition and integration of new clients into the company's systems and processes. The role is flexible, allowing for 100% remote work or a hybrid schedule, and requires strong project management skills and a client-focused approach.

Responsibilities

• Serve as project manager and liaison to implement new client portfolios and funds.
• Administer technical onboarding system for each new client mandate to create workflows, generate tasks, and obtain feedback and approval from internal departments.
• Ensure continuous collaboration and full integration with Client Service and Operational teams via frequent teleconferences and project management updates.
• Communicate with clients to understand requirements and partner with internal teams to ensure action items are communicated and delivered.
• Collect and distribute all necessary client documents and work with Compliance teams for regulatory compliance.
• Document and communicate processes and deliverables across the firm, seeking resolution to bespoke client operational matters.
• Utilize designated systems to maintain accurate records of client and portfolio data in all integrated systems.
• Lead projects and participate in multi-functional project teams to support new business initiatives.

Requirements

• Undergraduate degree in finance, accounting, or business administration, or equivalent work experience.
• Minimum 2 years of experience in financial services operations/accounting or related field.
• Service-oriented, client-focused, consultative philosophy.
• Proactive ownership and leadership approach.
• Project management skills to articulate project objectives and lead projects effectively.
• Very strong technical skills; ability to optimize technology tools, including MS, Planner/Project Management, Salesforce, etc.
• Ability to manage competing priorities and handle multiple projects/tasks concurrently.
• Strong attention to detail.

Nice-to-haves

• Knowledge of investment management business/asset management industry; client onboarding experience in this specific industry.
• Knowledge of operational and investment product aspects of fixed income and equity securities, public and private markets.

Benefits

• Health, dental, vision, and life insurance plans
• 401(k) Savings plan with generous company matching contributions (up to 6%)
• Voya Retirement Plan with 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