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Senior Associate, Account Manager

Vestwell

SeniorHybridNew York, NY | Austin, TX | King of Prussia, PA

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About Vestwell

Vestwell powers the new savings economy with a financial technology platform.

What you'd do

Retain relationships with top ARR clients
Support incoming employer plan inquiries
Collaborate with internal teams for solutions
Conduct proactive outreach to clients

What they're looking for

2-4 years of retirement industry experience preferred
Strong commitment to customer service
Excellent attention to detail
Proficiency in Excel/Google Sheets and Docs

Perks

Comprehensive health benefits
Generous time off
Hybrid work model for flexibility