Client Success & Employer Services Associate (Hybrid)

Vestwell; Scottsdale (AZ); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work

401(k) plan

Health coverage

Vacation and leave

Learning & development

Employee Wellbeing Committee

Job summary

Vestwell is seeking an energetic Employer Services Associate to serve as the first point of contact for clients, answering emails and calls and resolving issues per policy. You will work cross-functionally with internal teams to ensure client satisfaction and timely resolutions, while maintaining professional, humanized communication.

The role emphasizes data-driven follow-up, process adherence, and strong time management in a hybrid work environment with competitive benefits.

Qualifications

• Experience in customer service and client support.
• Proficiency with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat.
• Ability to multitask in a high-volume environment.
• Background in Banking, Financial Services, Payroll, or Employee Benefits preferred.
• Certifications such as QKA/QKC/Series 6,7,63,65,66 and Six Sigma are advantageous.

Responsibilities

• Answer incoming emails and calls from clients using policy guidance to resolve issues.
• Escalate complex problems to the managerial team when needed.
• Collaborate with cross-functional teams to resolve client satisfaction issues.
• Manage client expectations and maintain timely communication.
• Lead or participate in client conference calls and document outcomes.

Skills

Customer service

Communication

Problem solving

Time management

Team collaboration

Data entry

Attention to detail

Tools

Excel/Google Sheets

Word/Google Docs

Adobe Acrobat

Job description

Vestwell is seeking an energetic Employer Services Associate to serve as the first point of contact for clients, answering emails and calls and resolving issues per policy. You will work cross-functionally with internal teams to ensure client satisfaction and timely resolutions, while maintaining professional, humanized communication.

The role emphasizes data-driven follow-up, process adherence, and strong time management in a hybrid work environment with competitive benefits.