Client Success & Operations Associate

Vestwell; King of Prussia (PA); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health benefits

Competitive 401(k) plan

Generous time off

Job summary

Vestwell is seeking a Client Service Associate in King of Prussia to support advisors and sponsors, ensuring high-quality service and client satisfaction. The role involves problem-solving, managing inquiries, and collaborating across teams to resolve issues.

The ideal candidate will have strong communication skills, the ability to manage multiple tasks, and a commitment to customer service. Vestwell offers comprehensive benefits, generous time off, and a hybrid work model, fostering a supportive environment.

Qualifications

• Ability to multitask and manage a high volume of inquiries.
• Strong attention to detail and accuracy.
• Desire to learn and a positive attitude.

Responsibilities

• Assist clients and manage their servicing needs.
• Resolve client issues and act as a liaison between teams.
• Provide timely responses to client inquiries.
• Document updates to client accounts.

Skills

Customer service

Time management

Critical thinking

Proficiency in Excel/Google Sheets

Problem-solving

Tools

Adobe Acrobat

Job description

Vestwell is seeking a Client Service Associate in King of Prussia to support advisors and sponsors, ensuring high-quality service and client satisfaction. The role involves problem-solving, managing inquiries, and collaborating across teams to resolve issues.

The ideal candidate will have strong communication skills, the ability to manage multiple tasks, and a commitment to customer service. Vestwell offers comprehensive benefits, generous time off, and a hybrid work model, fostering a supportive environment.