Senior Associate, Financial Services

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Junior
USD 60,000 – 70,000
Finance & Accounting Financial Services Insurance

Posted 3 days ago

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Excellent 4.7

Job summary

The Senior Associate role at Vestwell involves providing client services to plan sponsors and advisors in the retirement and financial services industry. Responsibilities include handling inquiries, resolving client issues, collaborating across teams, and assisting with administrative and consulting tasks, requiring strong customer service, communication, and problem-solving skills.

Responsibilities

Manage a book of business for advisors and sponsors by resolving administration issues and handling inbound inquiries via phone and email. Collaborate cross-functionally to facilitate client resolutions and provide data-driven insights to improve the product platform.

Qualifications

Attention to Detail Communication Critical Thinking Customer Service Excel Google Docs Google Sheets Problem-solving Time Management Word

Requires a minimum of 2 years of experience in service roles within the Retirement or Financial Services industry. Proficiency in office productivity tools and strong critical thinking skills are essential.

English

Benefits

  • Health Benefits
  • Generous Time Off
  • Employee Wellbeing Committee
  • 401(k) Plan
  • Company Bonus Pool
  • New Hire Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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