Onboarding Specialist

Company: Disability Solutions
Location: Phoenix
Posted on: September 28, 2024

Job Description:

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity: Working with team members and on a rotational basis, the Onboarding Specialist performs coordinating and oversight functions working with internal Voya teams and external service providers for Transfer Agent, Trade Support and Accounting functions.Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home or allows work to be performed in any of our major office locations with a hybrid schedule. Eastern Standard Time hours required. The Contributions You'll Make:

• Following dedicated processes and workflows, 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 cross-functional departments.
• Ensure continuous collaboration and full integration with Client Service and Operational teams via frequent teleconference, project management updates and management reporting.
• Communicate with client to understand requirements partnering with internal teams to ensure action items are communicated and delivered.
• Collect and distribute all "Know-your-Client," beneficial owner, AML and suitability client documents and work with Voya Compliance teams to provide appropriate documents for regulatory compliance.
• Document and communicate processes and deliverables across firm. Seek resolution to bespoke client operational matters.
• Utilize designated systems fully, maintaining all details of client requirements, ensuring accurate records of client and portfolio data in all integrated systems (Shareholder, CRM, Project Management Workflow).
• Apply investment industry knowledge and experience in Institutional client onboarding and other Client Service matters to effectively undertake and manage issues, identify enhancements and support improvements to internal processes, communications, and service delivery.
• Lead projects and participate in multi-functional project teams to support new business initiatives.Minimum Knowledge & Experience:
  • 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: able clearly articulate project objectives and independently lead projects and effectively address issues to ensure timely and accurate resolution.
  • Very strong technical skills; ability to optimize technology tools, both custom built and vendor (MS, Planner/Project Management, Salesforce, etc.).
  • Effectively manage competing priorities and handle multiple projects/tasks concurrently.
  • Strong attention to detail.Preferred Knowledge & Experience:
    • Preferred (but not required) knowledge of investment management business/asset management industry; client onboarding experience in this specific industry as well as all regulatory aspects.
    • Knowledge of operational and investment product aspects of fixed income and equity securities, public and private markets, asset management business is preferred#LI-SS1 #LI-Remote Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.What We Offer
      • 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 yearLearn more about Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture:
        • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
        • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
        • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
        • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
        • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference .

Keywords: Disability Solutions, Phoenix , Onboarding Specialist, Other , Phoenix, Arizona