Senior Associate, Employer Consulting Services

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 350000 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.

Vestwells platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual savers. To learn more

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.

Our Associates Employer Consulting Services support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan so 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.

What Will You Be Doing

• 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.
• Working closely with internal plan design and plan document subject matter experts to research assess and complete client plan design requests.
• Create processes playbooks and resources to streamline across processes/operations and support team expansion
• Posting interaction within our tooling to document updates to client accounts
• Conducts post mortems and identifies opportunities for improvement in processes and procedures and works with management and products teams to implement improvements
• Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions
• Adhering to client facing and internal service level requirements
• Meeting quality control expectations through the monitoring of contact resolution
• Adhering to prioritization requirements to meet company goals for servicing responsiveness.
• Provide consulting services to sponsor and advisors as needed
• Ensuring client retention and maintenance
• Conducting appropriate and timely follow-up to ensure the highest level of employer service

Requirements

• College degree and/or equivalent customer service experience
• 1-3 years of retirement industry experience preferred.
• Youre flexible creative team-oriented results-driven can effectively collaborate with both internal and external stakeholders.
• Strong communication critical thinking and organization skills.
• Proven ability to think analytically & operate independently within set deadlines
• Professional experience using and optimizing internal technical operational tools (e.g. Jira Zendesk Asana Google Workspace) and helping others develop and employ best practices
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Nice to have: retirement certifications (i.e. QKA)

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

The expected base salary range for this position is a minimum of $70K - $80K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

Were an innovative high-growth company with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in our Midtown Manhattan office so everyone has a setting that is the most productive for them. Oh and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.