Serve as the primary point of contact for plan sponsors and advisors in Vestwell's retirement savings platform. Handle high-volume inbound calls/emails, resolve client issues through cross-functional collaboration, manage expectations, and share insights with product teams. Requires 2+ years in financial services customer support.
Senior Associate supporting plan sponsors and advisors with retirement plan administration, client inquiries, issue resolution, and cross-functional collaboration to deliver high-quality customer service. Requires strong problem-solving, organization, and proficiency with office tools.
Serve as the primary point of contact for plan sponsors and advisors in Vestwell's retirement savings platform. Handle high-volume inbound calls/emails, resolve client issues through cross-functional collaboration, manage expectations, and share insights with product teams. Requires 2+ years in financial services customer support.
Senior Associate supporting plan sponsors and advisors with retirement plan administration, client inquiries, issue resolution, and cross-functional collaboration to deliver high-quality customer service. Requires strong problem-solving, organization, and proficiency with office tools.