Senior Associate, Account Manager

Vestwell; Pennsylvania; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Generous time off

401(k) plan

Job summary

Vestwell is seeking a Senior Associate, Employer Services Account Manager to retain high-value employer client relationships and drive continued growth across Vestwell platforms. You will work cross-functionally with product, operations, and legal teams to deliver a seamless, high-quality service experience.

You will manage post-onboarding needs, perform proactive outreach, and document processes while ensuring service levels and audit readiness.

Qualifications

• College degree and/or equivalent customer service experience
• 2-4 years of retirement industry experience, preferred
• Team mentality and ability to multitask with high volume inquiries
• Strong time management and organizational skills
• Strong commitment to superior customer service
• Positive and proactive attitude
• Proficiency with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories
• Excellent attention to detail and accuracy, proficient with numbers

Responsibilities

• Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms
• Address post-onboarding needs such as plan changes, year-end testing, education, and ongoing inquiries
• Identify opportunities to introduce additional Vestwell products and solutions
• Partner with Product, Operations, and Legal & Compliance to resolve complex client issues
• Conduct proactive outreach to identify service gaps and platform opportunities
• Design and document account management processes and playbooks
• Handle escalated complaints and coordinate with Legal & Compliance when necessary
• Serve as primary point of contact for inbound client inquiries with clear, professional communication
• Maintain records of client interactions and service tickets for transparency and audit readiness
• Prioritize workload to meet client-facing and internal service level expectations

Skills

Client relationship management

Strategic advisory

Cross-functional collaboration

Proactive outreach

Process documentation

Escalation management

Effective communication

Attention to detail

Education

Bachelor's degree

Tools

Excel/Google Sheets

Word/Google Docs

Adobe Acrobat

Job description

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

We are looking for a dynamic and experienced Account Manager to join our team. The Account Manager will be responsible for retaining our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization. In addition, the Account Manager will have the flexibility to jump into other service teams and provide coverage and support as needed.

Our mission-driven service teams are often the first point of contact for customers, so we are interested in hiring individuals with a passion for providing memorable client experiences with the ability to make quick and accurate decisions. As a Vestweller, you are a dynamic individual who will work cross-functionally across teams to communicate and facilitate resolutions for any client satisfaction issues.

What Will You Be Doing?

As a Senior Associate, Employer Services Account Manager, you will act as a strategic, independent contributor responsible for managing and growing high-value employer client relationships. This role requires sound judgment, strategic thinking, and autonomy to resolve complex plan and service issues. You will serve as a trusted advisor to clients while collaborating cross-functionally to deliver a seamless, high-quality service experience.
Your responsibilities will include, but are not limited to:

• Client Relationship Management: Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms, addressing post-onboarding needs such as plan design changes, year-end testing, education, and ongoing inquiries.
• Strategic Advisory: Work closely with clients to understand business goals and challenges, identifying opportunities to introduce additional Vestwell products and solutions.
• Cross-Functional Collaboration: Partner with internal teams—including Product, Operations, and Legal & Compliance—to resolve complex client issues, escalates when appropriate, and ensure client needs are met efficiently.
• Proactive Outreach & Service Optimization: Conduct proactive outreach to identify service gaps, platform opportunities, and relay the voice of the client to internal stakeholders.
• Process & Playbook Development: Design and document account management processes, playbooks, and resources to improve operational efficiency and support team growth.
• Problem Solving & Escalation Management: Handle escalated complaints, troubleshoot complex issues, recommend solutions, and coordinate with Legal and Compliance when necessary.
• Client Communication & Trust-Building: Serve as the primary point of contact for inbound client inquiries, communicating clearly, professionally, and empathetically to foster long-term relationships.
• Documentation & Reporting: Maintain accurate records of client interactions, service tickets, and account updates in internal systems to ensure transparency, continuity, and audit readiness.
• Service Level Adherence & Workload Management: Prioritize and manage workload effectively, meeting client-facing and internal Service Level expectations while exercising independent judgment.

Requirements

The Necessities:

• College degree and/or equivalent customer service experience
• 2-4 years of retirement industry experience, preferred
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
• Strong commitment to superior customer service
• Positive and proactive attitude
• Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.
The expected base salary range for this position is $60K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Employee Benefits

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.