# Senior Associate, Account Manager

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** New York, NY, Austin, TX, King of Prussia, PA
**Role:** Account Management
**Salary:** $70k – $80k/yr
**Experience:** 2+ years
**Skills:** Excel, Google Sheets, Word, Google Docs, Adobe Acrobat, Customer Service, Account Management, Client Relationship Management, Time Management, Multitasking
**Posted:** 2026-06-22

> Manage and retain top ARR clients and pooled plans for a fintech retirement platform. Handle client inquiries, proactive outreach, cross-functional collaboration, and service coverage while ensuring high satisfaction and identifying upsell opportunities.

## Job Description

## What Will You Be Doing?

- Manage and retain relationships with top ARR clients & pooled plans across our platforms, ensuring their post-onboarding needs and inquiries are met and issues are addressed promptly (i.e. plan design changes & conversations, year-end testing, education, day-to-day inquiries).
- Work closely with clients to understand their business goals and challenges, and identify opportunities to discuss the addition of other Vestwell platform products.
- Collaborate with internal teams to ensure client needs are met and issues are resolved promptly.
- Proactive outreaches to clients to understand gaps in service and platform to bring back to product teams, conveying the voice of the client internally.
- Provide coverage and support to other service teams as needed, ensuring continuity of service for all clients.
- Create processes, playbooks, and resources to streamline account management operations and support team expansion.
- Being the friendly, knowledgeable first point of contact for inbound inquiries.
- Conducting appropriate and timely follow-ups to ensure the highest level of service.
- Communicating in a relatable, humanized way to promote trust and allegiance.
- Creating tickets and providing follow-up as required.
- Adhering to client-facing and internal Service Level requirements.
- Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.
- Posting interaction within our tooling to document updates to client accounts.

## Requirements

- College degree and/or equivalent customer service experience
- 2-4 years of retirement industry experience, preferred
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
- Strong commitment to superior customer service
- Positive and proactive attitude
- Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations
- Highly organized with the ability to manage multiple work streams simultaneously.
- Self-starter mentality, you are someone who will dive into whatever challenge is placed in front of you and find creative ways to solve problems.

## Compensation & Benefits

- Expected base salary range: $70K - $80K base
- Eligible to participate in the Company Bonus Pool
- Eligible to receive new hire equity in the Company
- Comprehensive health benefits
- Generous time off
- Competitive 401(k) plan

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