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Salary: USD 70,000 - 80,000 / annual
Vestwell is a financial technology company powering the savings economy, enabling over 350,000 businesses and 2M active savers with over $50B in assets across all 50 states. Vestwell Government Savings (VGS), a subsidiary, administers over 30 programs including 529 education savings, ABLE disability savings, state auto-IRA programs, and Child Savings Accounts (CSA).
You will serve as a Senior Associate in Relationship Management, operating as a strategic independent contributor responsible for supporting the team in delivering value to 529 and CSA partners. This role requires sound judgment, problem-solving skills, and the ability to manage escalated client issues while ensuring alignment with business objectives. You will partner cross-functionally and act as a trusted point of contact for both internal stakeholders and partners.
Key responsibilities include:
- Develop partner relationship plans, monitor progress, and actively participate in status meetings while collaborating across Vestwell teams to execute
- Use independent discretion and good judgment to handle complaints, troubleshoot problems, and implement solutions
- Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement strategies designed to achieve partner objectives
- Communicate effectively across teams and with partners via written communication, phone, videoconference, and occasionally in person
- Assist in meeting all partner reporting requirements, ensuring accurate and timely delivery
- Gather, analyze, and evaluate information to solve problems using reasoned judgment and expertise
- Own the response to escalated partner issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency and professionalism
- Act as a proactive collaborator within the team and across departments, supporting seamless partner experiences
- Understand the applicability of regulatory requirements to resolve governance issues and support partner success
- Exercise independent judgment in recommending solutions and improvements to processes, workflows, and partner engagement strategies
- Maintain clear and accurate documentation of communications, project status, and issue resolution for accountability and audit readiness
The role is based in one of four offices (New York City, Austin, King of Prussia, or Scottsdale) as part of a hybrid in-office operation. For exceptional candidates, the company is open to hiring this role fully remote.
REQUIREMENTS:
- 1-3 years of experience including client service
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Strong time management skills to ensure the timeliness of all proactive and reactive communications
- Strong commitment to superior customer service
- Positive and proactive attitude
- Critical problem-solving skills
- Strong organizational, analytical, and prioritization skills
- Excellent written and verbal communication skills
