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
Serve as the primary point of contact for Level 2 service escalations originating from client servicing teams when issues cannot be resolved within their internal operations. Take ownership of escalated items from intake through resolution, ensuring issues are investigated thoroughly and completed accurately. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Bachelor’s degree or equivalent professional experience
- 2–4 years of retirement industry experience preferred
- Experience supporting retirement plan servicing or administration platforms
- Ability to manage complex issues and coordinate across multiple teams
- Strong organizational and time-management skills
- Excellent written and verbal communication skills
More about this role
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
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
Who Are We Looking For?
Vestwell is seeking a Senior Associate, Platform Support for Strategic Accounts to support clients who service retirement plans remotely while leveraging Vestwell’s platform. This role serves as a Level 2 escalation point for complex servicing issues that cannot be resolved by the servicing teams that resolve...
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