Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
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.
What they're looking for
- 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
More about this role
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
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...
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