Job details

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

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Vestwell (NY) Glassdoor Company Review

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CEO of Vestwell (NY)

Aaron Schumm

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By Vestwell (NY)

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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FUNDING

Private

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT

Senior

INDUSTRY

Enterprise Software & Network Solutions

TEAM SIZE