Senior Associate, Employer Services

Who you are

You are an energetic and reliable professional with a strong background in customer service, particularly in the financial technology sector. You possess excellent critical thinking and problem-solving skills, which you utilize to address client inquiries effectively. Your ability to communicate clearly and work cross-functionally across teams allows you to facilitate resolutions for any client satisfaction issues that arise. You are curious and eager to learn, always looking for ways to improve processes and enhance client experiences.

Desirable

Experience in a fintech environment is a plus, as is familiarity with employer services or retirement plans. You thrive in collaborative settings and enjoy working with diverse teams to achieve common goals. Your attention to detail and ability to manage multiple tasks simultaneously make you a valuable asset to any team.

What you'll do

As a Senior Associate in Employer Services at Vestwell, you will be responsible for engaging with our Plan Sponsors through various communication channels, including emails and phone calls. Your primary focus will be on resolving client issues by applying company policies and utilizing your critical thinking skills. When faced with challenges that require managerial input, you will escalate these issues appropriately to ensure timely resolutions. You will also collaborate with other departments to enhance the overall client experience and contribute to the continuous improvement of our services.

What we offer

Vestwell provides a supportive work environment where you can grow your skills and advance your career. We value our employees and offer competitive compensation packages, along with opportunities for professional development. You will be part of a mission-driven company that is redefining how people save for critical life aspects, making a meaningful impact on the lives of our clients and their employees. Join us in shaping the future of savings and financial wellness.