Team Lead, Employer Services

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Manager
USD 65,000 – 75,000
Management & Leadership Financial Services Insurance

Posted 2 days ago

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Excellent 4.7

Job summary

The Employer Services Team Lead at Vestwell manages a team in providing high-quality client service to plan sponsors and stakeholders in the retirement and financial services industry, overseeing operations, resolving client issues, and working cross-functionally to improve the platform and service delivery.

Responsibilities

The Team Lead will manage a team of Employer Services Associates while overseeing client relationships and ensuring high-quality service delivery. They will act as a strategic leader, collaborating cross-functionally to resolve client issues and improve operational processes.

Qualifications

Attention to Detail Client Relationship Management Communication Skills Cross-functional Collaboration Customer Service Data Analysis Decisiveness Excel/Google Sheets Problem Solving Team Management

Candidates should possess strong leadership and multitasking abilities with a commitment to superior customer service. Proficiency in office software and experience in the fintech or retirement industry is highly preferred.

English

Benefits

  • Health benefits
  • Generous time off
  • 401(k) plan
  • Equity
  • Company bonus pool

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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