Senior Associate, Financial Services

Vestwell; King of Prussia (PA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Hybrid in-office

Job summary

Vestwell is seeking an energetic Employer Services Senior Associate to support Plan Sponsors via email and phone, utilizing policies to resolve issues and escalate when needed. You will work cross-functionally to ensure client satisfaction, while maintaining a proactive, data-driven approach to service delivery.

The role emphasizes hospitality, accuracy, and quick decision-making, with a hybrid in-office setup in multiple cities. Strong curiosity and problem-solving are highly valued.

Qualifications

• Minimum of 2 years in a Services role in Retirement or Financial Services.
• Strong time management and organizational skills for high-volume inquiries.
• Proficiency with Excel/Google Sheets, Word/Docs, Acrobat; accurate data handling.

Responsibilities

• Assist with a book of business of advisors and sponsors; address administration issues.
• Manage client expectations to align with process and timing standards.
• Collaborate across internal teams to resolve client issues and communicate resolutions.
• Identify and resolve one-touch tickets at first contact using online tools.
• Provide detailed, accurate responses to client emails and inquiries.
• Share data-driven insights with product teams to improve platform and roadmap.
• Participate in client conference calls to provide status updates on remediation.
• Be the friendly first point of contact for high volume inbound calls.
• Follow up to ensure top-tier service and timely resolutions.
• Document updates in client accounts and adhere to SLAs.
• Support compliance with Legal and Compliance when needed.
• Host or moderate webinars to walk sponsors through registration and portal.

Skills

Customer service

Time management

Critical thinking

Problem solving

Curiosity

Attention to detail

Tools

Excel

Google Sheets

Microsoft Word

Adobe Acrobat

Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. 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 seeking an energetic and reliable professional to join our team as an Employer Services Senior Associate. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. The ideal candidate demonstrates strong curiosity and critical thinking skills, with an ability to analyze client needs and work cross-functionally to solve problems creatively. They are resilient, adaptable, and eager to learn while supporting clients and internal teams. Our mission-driven Employer Services team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.

What Will You Be Doing?

Day-to-Day

• Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
• Help manage client expectations to avoid any disconnects with process and timing standards.
• Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.
• Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.
• Provide detailed, accurate and timely responses to client email inquiries.
• Share data-driven insights with our product teams to improve our platform and planning roadmap.
• Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
• Being the friendly, knowledgeable first point of contact for a high volume of inbound client phone calls.
• Conducting appropriate and timely follow up to ensure the highest level of service.
• Communicating in a relatable, humanized way to promote trust and allegiance.
• Creating tickets and providing follow-up as required.
• Adhering to client-facing and internal Service Level requirements.
• Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.
• Posting interaction within our tooling to document updates to client accounts.
• Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions.

Requirements

• Minimum of 2 years working within a Services role in the Retirement or Financial Services industry.
• 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 critical thinking and problem-solving skills.
• Commitment to superior customer service.
• Curiosity and a desire to learn.
• 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.

The Extras

• Retirement industry experience.
• Series 6, 7, 63, 65, 66.
• QKS, QKA, QKC.

This role will be based in either the New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $60K - $70K 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.

Our 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.