Hybrid Client Services Senior Associate — Financial Tech

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

Benefits offered by this job

Health benefits

Generous time off

Employee Wellbeing Committee

Hybrid work model

New-hire equity

401(k) plan

Job summary

Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You will be the first point of contact for Plan Sponsors, handling emails and calls, applying policies, and escalating when needed.

Based in a hybrid in-office setup, the role requires servicing advisors and sponsors, providing data-driven insights, and participating in client calls to relay status and remediation progress.

Qualifications

• High-volume client inquiries require strong time management and organization.

Responsibilities

• Assist with servicing a book of advisors and sponsors to meet their needs.
• Manage client expectations to align with processes and timing standards.
• Collaborate across teams to resolve client issues and communicate updates.

Skills

Team mentality

Multitasking

Time management

Problem solving

Customer service

Curiosity

Proactive attitude

Attention to detail

Excel/Sheets

Word/Docs

Adobe Acrobat

Browsing directories

Tools

Excel/Google Sheets

Word/Google Docs

Adobe Acrobat

Job description

Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You will be the first point of contact for Plan Sponsors, handling emails and calls, applying policies, and escalating when needed.

Based in a hybrid in-office setup, the role requires servicing advisors and sponsors, providing data-driven insights, and participating in client calls to relay status and remediation progress.