Hybrid Senior Client Success Associate - Financial Services

Vestwell; Scottsdale (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive health coverage

Employee Wellbeing Committee

Generous vacation and leave policies

Learning & development focus

Hybrid work environment

401(k) plan

Job summary

Vestwell is seeking an energetic Employer Services Senior Associate to support Plan Sponsors and advisors. You will handle inquiries via email and phone, resolve issues using company policies, and collaborate with internal teams to achieve high client satisfaction.

The role emphasizes hospitality, data-driven problem solving, and timely follow-up, with opportunities to contribute to product improvements and client communications. Hybrid work is offered.

Qualifications

• Minimum of 2 years working within a Services role in the Retirement or Financial Services industry.
• Ability to analyze client needs and work cross-functionally to resolve issues.
• Proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
• Strong attention to detail and timely follow-up on client inquiries.
• Excellent communication and problem-solving skills.

Responsibilities

• Answer incoming emails and calls and escalate to managerial teams when needed.
• Collaborate across internal teams to resolve client issues and ensure satisfaction.
• Provide timely, accurate responses and document updates in the client accounts.
• Share data-driven insights with product teams to improve the platform roadmap.
• Host or moderate webinars and assist sponsors through registration and portal processes.
• Maintain adherence to client-facing SLAs and follow up on outstanding items.

Skills

Customer service

Cross-functional collaboration

Analytical thinking

Time management

Education

Series 6/7/63/65/66

Tools

Excel

Google Sheets

Word

Google Docs

Adobe Acrobat

Job description

Vestwell is seeking an energetic Employer Services Senior Associate to support Plan Sponsors and advisors. You will handle inquiries via email and phone, resolve issues using company policies, and collaborate with internal teams to achieve high client satisfaction.

The role emphasizes hospitality, data-driven problem solving, and timely follow-up, with opportunities to contribute to product improvements and client communications. Hybrid work is offered.