Client Success Associate - FinTech (Savings & Retirement)
Vestwell Inc
Vestwell Inc is a financial technology company based in the United States, looking for a dedicated professional to assist with client administration and service needs. The role requires a high volume of interaction across various internal teams, ensuring client satisfaction and efficient problem-solving. The ideal candidate will possess strong time management skills, experience in the retirement industry, and the ability to handle multiple inquiries effectively. We offer comprehensive health benefits, generous time off, and a competitive 401(k) plan. #J-18808-Ljbffr Vestwell Inc
- ...customers we serve. As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our... ...-site health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementWork visa
- ...Client Services Associate The Client Services Associate sits at the intersection... ...clients completing brokerage and retirement account transfers (ACATs, 4... ...operations, or customer success (experience in Transfers is... ...Operations at an exciting fintech start-up, with so much...Retirement
$50k
...will provide exceptional customer support and advice, helping clients maximize their engagement with Yelp's advertising solutions.... ...-based incentives and a range of benefits including health, PTO, and retirement savings plans. #J-18808-Ljbffr Neighborhood GroupsRetirementRemote jobLocal area- ...and engaging confidently with clients? If so, the Commercial Term... ...lender as a Client Associate on our multifamily lending sales... ...Development skills is the key to success and advancement. Job... ...health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementWork at office
$65k - $90k
...identify growth opportunities for clients, and have a passion for... ...lender as a Client Associate on our multifamily lending sales... ...health and wellness centers, a retirement savings plan, backup childcare, tuition... ...are directly linked to our success. We are an equal opportunity...RetirementWork at office$73.25k
...traditional methods. Our clients include Google,... ...next Client Delivery Associates to support our rapid growth... ...and vision insurance Retirement: 401k match with... ...vesting Perks: Health savings/flexible savings account... ...celebrate each other’s success (happy hours, team projects...RetirementWork experience placementImmediate startFlexible hours- ...is an opportunity to help clients across the globe realize... ...and building sustainable success. Bringing together traditional... .... We areseeking an associate to join the team in NYC to... ...insurance. Financial Wellness & Retirement We assist employees in saving and planning for...RetirementFull timeTemporary workWork at office
- ...collaboration that reduces errors, saving time and money. Our mission is to give our clients control and reduce friction for... ...: Requirements Drive entire successful end-to-end integrations for new... ...management working for a bank and/or fintech. Determined, dedicated, and...
- ...JOB DESCRIPTION As a Private Client Investment Associate Program Manager within JPMorgan Wealth... ...of excellence. Demonstrated success in managing multiple priorities in... ...site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Retirement
- ...Client Associate The Client Service team wants you as a Client Associate! By joining... ...66 licenses strongly preferred must successfully obtain within 180 days from start... ...site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...RetirementWork at office
- ...Job Title Client Associate Job Description J.P. Morgan Advisors, the ultra-high... ...Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start... ...site health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementLocal area
- ...Client Service Associate, Customer Service (Long-Term Care) Be part of the Financial Services... ...ensuring our clients' satisfaction and success throughout their benefits enrollment... ...following ECLARO Benefits: ~401k Retirement Savings Plan administered by Merrill Lynch...RetirementWork at office
- ...Description Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our... ...health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement... ...are directly linked to our success. We are an equal opportunity...Retirement
- Client Service Delivery Associate I Join our dynamic team at JPMorgan Chase as a Client Service Delivery... ...health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement... ...are directly linked to our success. We are an equal opportunity...RetirementWorldwide
- ...Group (PEG) is looking for an associate to join its Information... ...This role involves managing client portfolios allocated to private... ...health and wellness centers, a retirement savings plan, backup childcare,... ...are directly linked to our success. We are an equal opportunity...Retirement
$100k - $120k
...Client Success Associate Location: This position is based in New York City, and in-office attendance is required Monday-Friday Who we are looking for: ~3-5 years of experience in a Client Success, Account Management, or other customer-facing role....Work at officeMonday to Friday- ...enthusiasm for helping our clients, taking care of our employees... ...a Private Client Investment Associate in J.P. Morgan Wealth Management... ...and wellness centers, a retirement savings plan, backup childcare, tuition... ...are directly linked to our success. We are an equal opportunity...Retirement
$26.5 - $42 per hour
...wealth management, including planning for retirement, education, legacy, and other life... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...business and/or group; and the overall success of the Company.BenefitsThis role is currently...RetirementHourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...wealth management, including planning for retirement, education, legacy, and other life... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...business and/or group, and the overall success of the Company. Benefits This role is...RetirementHourly paySeasonal workWork at officeWork from homeShift workDay shift$40.5k - $67.5k
...and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail organization, you will be based in... ...Benefits Medical and prescription drug coverage with a Health Savings Account feature Dental and vision coverage Employee and...Temporary workWork experience placementWork at officeShift work- Job Overview A Private Client Investment Associate Program Manager within JPMorgan Wealth Management... ...of excellence. Demonstrated success in managing multiple priorities in... ...site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Retirement
- ...advisors. You will service existing clients while also identifying new... ..., the business also provides retirement products and services,... ...solutions based on client needs Successful ICA candidates will not only... ...centers, a retirement savings plan, backup childcare, tuition...RetirementWorldwide
- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional... ...clients in realizing their retirement objectives by getting... ...wellness centers, a retirement savings plan, backup childcare,... ...are directly linked to our success. We are an equal opportunity...Retirement
$70k - $76k
...how we treat each other, our clients, and our communities. We believe... ...Your Impact:Client Solutions Associates are core to FactSet's value... ...interest in Finance and/or FinTech, client centric mindset, and... ...with a proven track record of success for over 40 years, made up of...Work at officeWorldwideFlexible hours- MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will play a key role in supporting and advising our advertisers post-sale, ensuring they receive the top-notch service they expect. As...Remote job
$45k - $50k
Texo is looking for a Client Success Associate to enhance the customer experience for our SaaS software products. You will support the Client Success team in managing customer accounts and relationships while ensuring satisfaction and retention. The ideal candidate has...Remote job- ...Management, where your expertise as a Client Account Manager supporting our Insurance... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement... ...workforce are directly linked to our success. We are an equal opportunity employer...RetirementFlexible hours
$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined... ...health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.RetirementMinimum wage$75.9k - $126.5k
## Wealth Senior Client AssociateApplyremote type: Hybrid Positionlocations: New York,... ...,900.00 - $126,500.00 Annual (USD). The successful candidate’s particular combination of knowledge... ...benefits** ranging from medical and retirement to forty hours of paid volunteer time,...RetirementWork experience placement- ...matter. You’ll partner with clients, media leads, analytics teams... ...about what’s next. As a Senior Associate in Client Strategy, if you\'... ...innovation while prioritizing client success with a Customer-Focused... ...important life events. Retirement & Pension Plans: Plan for your...RetirementWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Associate - FinTech (Savings & Retirement). Be the first to apply!
- client engagement associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- retirement benefits manager New York, NY
- retirement consultant New York, NY
- retirement plan specialist New York, NY


