Client Success & Operations Associate

Vestwell; Austin (TX); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health benefits

Generous time off

Competitive 401(k) plan

Job summary

Vestwell is seeking a client servicing professional based in Austin for a hybrid role. You will assist advisors and sponsors, ensuring their needs are met and also manage client inquiries effectively.

The ideal candidate has a strong customer service background and proficiency in Excel and Google Docs. This role offers a competitive salary between $60K and $75K, with participation in the Company Bonus Pool and equity options.

Qualifications

• Ability to multitask with high volume inquiries.
• Strong critical thinking skills.
• Proficiency with office tools like Excel and Google Docs.

Responsibilities

• Assist with servicing needs for advisors and sponsors.
• Collaborate with internal teams to resolve client issues.
• Provide timely responses to client inquiries.

Skills

Customer service skills

Time management

Problem-solving

Proficiency with Excel

Attention to detail

Tools

Excel

Google Sheets

Adobe Acrobat

Job description

Vestwell is seeking a client servicing professional based in Austin for a hybrid role. You will assist advisors and sponsors, ensuring their needs are met and also manage client inquiries effectively.

The ideal candidate has a strong customer service background and proficiency in Excel and Google Docs. This role offers a competitive salary between $60K and $75K, with participation in the Company Bonus Pool and equity options.