Senior Associate, Employer Services

Vestwell is a financial technology company that powers the new savings economy. We are seeking an energetic and reliable professional to join our team as an Employer Services Senior Associate. The ideal candidate will work directly with our Plan Sponsors, using critical thinking and problem-solving skills to solve client issues and escalate challenges to the managerial team when necessary.

Requirements

• Fintech, Financial Services, or Retirement industry experience
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Develop and maintain a strong business partnership with Plan sponsor and vendors
• Strong time management skills to ensure the timeliness of all proactive and reactive communications
• Strong commitment to superior customer service
• Positive and proactive attitude
• Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations

Benefits

• Competitive health coverage
• Generous vacation offering
• 401(k) plan
• Hybrid office policy