Associate, Employer Consulting Services
: Job Details :

Overview

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Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 million active savers, with over $30 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.

Who Are We Looking For? We are seeking an energetic and reliable professional to join our Employer Services Consulting Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. We are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams.

Responsibilities

• Assisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits
• Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping
• Research, assess, and complete client plan design requests with internal plan design and plan document SMEs
• Create processes, playbooks, and resources to streamline across processes/operations and support team expansion
• Document updates to client accounts in our tooling
• Conduct post mortems and identify opportunities for process improvements, working with management and product teams to implement changes
• Handle client/advisor escalations smoothly and coordinate cross-functional teams for quick resolutions
• Adhere to client-facing and internal service level requirements
• Meet quality control expectations through monitoring of contact resolution
• Prioritize effectively to meet servicing goals
• Provide consulting services to sponsors and advisors as needed
• Ensure client retention and ongoing maintenance
• Follow up timely to ensure high levels of employer service

Requirements

• College degree and/or equivalent customer service experience
• 1-3 years of retirement industry experience, preferred
• Flexible, creative, team-oriented, results-driven with ability to collaborate with internal and external stakeholders
• Strong communication, critical thinking, and organization skills
• Proven analytical thinking and ability to operate independently within deadlines
• Experience using and optimizing internal technical tools (e.g., Jira, Zendesk, Asana, Google Workspace) and helping others develop best practices
• Team mentality and ability to multitask with a high volume of inquiries
• Nice to have: retirement certifications (e.g., QKA)

This role will be based in Vestwell's New York City HQ, Austin, TX, or King of Prussia, PA and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $65K - $75K. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Benefits

We're an innovative, high-growth company. We value health and wellness and offer competitive health coverage and a generous vacation policy. We maintain a hybrid office policy, with a bright, comfortable office in Midtown Manhattan to support productivity. We also provide a great 401(k) plan.

Our Process

It starts with 1-2 conversations to get to know the team, your experience, and your interests. Next steps typically include a skills or experience screen, followed by an interview panel if the screens go well. Before offering, there is a references check stage. We prioritize transparency and a smooth process. You will receive communications from ...@vestwell.com; other domains are not our Recruitment team. Vestwell privacy information applies as appropriate.

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