Senior Client Service Associate - Retirement Plan Administration

May 8

Vestwell

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Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

Financial Services • 401(k) • 403(b) • IRA rollovers • Retirement Planning

201 - 500

💰 Series C on 2021-07

Description

• Assist clients with complex plan issues • Gathers and analyzes information for client requests • Work closely with internal subject matter experts • Create processes and resources to streamline operations • Document updates to client accounts • Identify improvement opportunities in processes • Handle client escalations • Adhere to service-level requirements • Meet quality control expectations • Provide consulting services • Ensure client retention and maintenance • Conduct follow-ups for employer service

Requirements

• College degree and/or equivalent customer service experience • 2-4 years of retirement industry experience • Experience in project management • Strong communication, critical thinking, and organization skills • Ability to think analytically & operate independently within set deadlines • Professional experience using internal technical operational tools • Team mentality and ability to multitask • Nice to have: retirement certifications (i.e. QKA)

Benefits

• Growth stage startup with exciting milestones • Competitive health coverage • Open vacation policy • Remote-hybrid office policy • Bright, comfortable office in midtown Manhattan • All equipment provided for remote work • Great 401(k) plan