Senior Associate, Account Manager

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell’s platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers. Who Are We Looking For? We are looking for a dynamic and experienced Account Manager to join our Employer Services team. The Account Manager will be responsible for retaining our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty. Successful candidates will support incoming employer plan inquiries, change orders, proactive outreach, ongoing client reviews, and coordinate with multiple cross‑functional teams across the organization. The role also offers flexibility to provide coverage and support to other service teams as needed. What Will You Be Doing? Day-to-day You Will Be Expected To 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, 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. Proactively outreach to clients to understand gaps in service and platform and convey 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. Be the friendly, knowledgeable first point of contact for inbound inquiries. Conduct timely follow‑ups to ensure the highest level of service. Communicate in a relatable, humanized way to promote trust and allegiance. Create tickets and provide follow‑up as required. Adhere to client‑facing and internal Service Level requirements. Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalated to our Legal and Compliance Team when needed. Post interactions within our tooling to document updates to client accounts. Requirements The Necessities: College degree and/or equivalent customer service experience 2‑4 years of retirement industry experience, preferred Team mentality and 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 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, willing to dive into challenges and find creative ways to solve problems This role will be based in either the New York City, Austin, or King of Prussia office and will be part of Vestwell’s hybrid in‑office operation. The expected base salary range for this position is $70K – $80K. The position is eligible to participate in the Company Bonus Pool and is eligible to receive new‑hire equity. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Our Benefits We’re an innovative, high‑growth company focused on helping people save for the future. Vestwell prioritizes employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. In addition, we offer a competitive 401(k) plan. #J-18808-Ljbffr MoneyLion