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Senior  Client Service Associate - Retirement Plan Administration  image - Rise Careers
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Senior Client Service Associate - Retirement Plan Administration

Vestwell is looking for a Senior Client Service Associate to join their Employer Services Consulting Team. They aim to provide high-quality service to clients navigating retirement plans.

Skills

  • Excellent communication skills
  • Analytical thinking
  • Project management experience
  • Strong organizational skills
  • Familiarity with operational tools

Responsibilities

  • Assist clients with complex plan issues
  • Gather and analyze information
  • Work with internal plan design experts
  • Create processes and resources to streamline operations
  • Conduct post mortems and identify improvement opportunities
  • Handle client/advisor escalations
  • Meet service-level requirements
  • Ensure client retention and maintenance

Education

  • College degree or equivalent experience

Benefits

  • Competitive health coverage
  • Open vacation policy
  • Remote-hybrid office policy
  • 401(k) plan
  • Employee Wellbeing Committee
To read the complete job description, please click on the ‘Apply’ button
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CEO of Vestwell (NY)
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Aaron Schumm
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Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyon...

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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$65,000/yr - $75,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
August 5, 2024

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