Senior Associate, Employer Services Account Manager

Vestwell
New York, New York, United States
Full Time
Hybrid
Mid
USD 70,000 – 80,000
Bachelor Degree
Customer Service & Support Financial Services Insurance

Posted 3 days ago

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Excellent 4.7

Job summary

A Customer Service-oriented Account Manager role responsible for managing top clients, ensuring service satisfaction, maintaining client relationships, and collaborating with internal teams to meet client needs in the retirement industry.

Responsibilities

Manage and retain relationships with top ARR clients and pooled plans to ensure satisfaction and loyalty. Collaborate cross-functionally to resolve client issues and provide feedback to product teams to improve the platform.

Qualifications

Client Management Communication Skills Customer Service Excel/Google Sheets Organizational Skills Proactive Outreach Problem Solving Relationship Management Retirement Industry Knowledge Time Management

Requires a college degree or equivalent customer service experience, with a preference for 2-4 years of retirement industry experience. Candidates must be proficient in office productivity software and possess strong organizational and multitasking abilities.

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
New York, New York, United States

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Excellent 4.7
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