Team Mentor, Employer Services

Who you are

You are an energetic and reliable professional with experience in client service and team management. As a Team Lead, you will oversee a team of individual contributors while providing direct, high-quality service to clients. You have a strong understanding of compliance and performance standards, ensuring that client needs are met promptly and effectively. You are a subject matter expert who supports day-to-day operations and guides team members in their professional development. You thrive in a mission-driven environment and understand the importance of being the first point of contact for customers.

What you'll do

In this role, you will mentor and manage a small subteam, ensuring high standards of performance and compliance. You will be responsible for overseeing client interactions, addressing their needs, and providing solutions. Your leadership will help foster a collaborative environment where team members can grow and succeed. You will also be involved in developing strategies to improve service delivery and enhance client satisfaction. Your role will require you to stay informed about industry trends and best practices to ensure your team remains competitive and effective.

What we offer

Vestwell offers a dynamic work environment where you can make a significant impact on the lives of clients and their employees. You will have the opportunity to work with a diverse clientele and contribute to innovative financial solutions. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds. Join us in redefining how people save for critical aspects of life across retirement, education, and healthcare savings needs.