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← Vestwell

Senior Associate, Financial Services

Vestwell
Location
New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ
Posted
2 months ago
Department
Employer Services
Salary
$60K - $70K
What they actually want (must-haves)
  • Minimum of 2 years working within a Services role in the Retirement or Financial Services industry
  • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
  • Strong time management and organizational skills
  • Strong critical thinking and problem-solving skills
  • Commitment to superior customer service
  • Curiosity and a desire to learn
Nice to have
  • Retirement industry experience
  • Series 6, 7, 63, 65, 66
  • QKS, QKA, QKC
What the job really is

As a Senior Associate in Employer Services at Vestwell, you will be the first point of contact for clients, managing inquiries and ensuring their servicing needs are met. Your role involves collaborating with internal teams to resolve client issues, providing accurate responses to inquiries, and participating in client calls. You will also analyze client needs and share insights to improve the platform, all while maintaining a focus on delivering exceptional customer service.

Benefits
  • Comprehensive health benefits
  • Generous time off
  • Employee Wellbeing Committee
  • Hybrid work model
  • Access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
  • Competitive 401(k) plan
Things to weigh
  • No specific salary details provided beyond the range of $60K - $80K
  • Role involves handling a high volume of client inquiries which may be stressful
  • The position requires strong problem-solving skills and adaptability in a fast-paced environment
Job score3.4/5
Benefits3/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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