Associate, Retirement Plan Services

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

Posted 1 month ago

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Excellent 4.7

Job summary

Support employer plan administration inquiries, assist with complex retirement plan issues, collaborate with internal teams, create processes for efficiency, and ensure client satisfaction.

Responsibilities

The Associate will support incoming employer plan administration inquiries, change orders, and collaborate with cross-functional teams to resolve complex plan issues. They are responsible for documenting updates, identifying process improvements, and ensuring high levels of client satisfaction and retention.

Qualifications

Collaboration Communication Skills Critical Thinking Customer Service Organization Skills Problem-Solving Research and Assessment Retirement Industry Technical Tools (Jira, Zendesk, Asana, Google Workspace)

Candidates should have a college degree or equivalent customer service experience, with 1-3 years of retirement industry experience preferred. Strong analytical, communication, and organizational skills are required, along with proficiency in operational tools like Jira and Zendesk.

English

Benefits

  • Health benefits
  • Generous time off
  • Employee wellbeing committee
  • 401(k) plan
  • Equity

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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