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Salary: USD 70,000 - 80,000 / annual
Vestwell is a fintech platform powering the savings economy, enabling over 790,000 businesses and 2.75 million active savers with $57 billion in assets across retirement, education, and healthcare savings products. Vestwell Government Savings (VGS), a subsidiary, administers over 30 programs including 529 education savings, ABLE disability savings, and state auto-IRA programs across 15 states.
As a Senior Associate in Relationship Management for the Auto-IRA program, you will serve as a strategic, independent contributor supporting the Government Savings Relationship Management team. You will act as a trusted point of contact for both internal stakeholders and clients, managing escalated issues with sound judgment and problem-solving skills while ensuring alignment with business objectives.
Key responsibilities include:
- Develop and monitor project plans, participate in status meetings, and collaborate with the Relationship Management team on execution
- Handle complaints and troubleshoot problems independently using discretion and good judgment
- Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement client-focused strategies
- Communicate effectively across teams and with clients via written communication, phone, videoconference, and in-person meetings
- Assist in meeting all client reporting requirements with accurate and timely delivery
- Own responses to escalated client issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency
- Act as a proactive collaborator supporting seamless client experiences
- Understand regulatory requirements to resolve governance issues and support client success
- Exercise independent judgment recommending solutions and improvements to processes and workflows
- Maintain clear and accurate documentation for accountability and audit readiness
Requirements:
- 1-3 years of experience including client service and retirement-related work
- Team mentality with ability to multitask and handle high volume of incoming inquiries
- Strong time management skills ensuring timeliness of 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
