Associate of Employer Services

Join Vestwell as an Employer Services Associate, where you'll be the first point of contact for clients, providing exceptional service and support. You'll work cross-functionally with various teams to resolve client issues, manage expectations, and share insights to improve our platform. Enjoy a competitive benefits package, a hybrid work environment, and opportunities for learning and development.

• Collaborate with cross-functional teams to resolve client issues and ensure satisfaction.
• Manage client expectations and provide timely follow-up to ensure the highest level of service.
• Utilize company policies to solve client issues and escalate challenges to the managerial team when necessary.

• Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
• Positive and proactive attitude
• Develop and maintain a strong business partnership with employers and vendors
• Strong commitment to superior customer service
• Critical thinking skills to be able to use the information in front of you to come to quick and accurate conclusions
• Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations
• Retirement industry experience
• QKA, QKC
• Series 6, 7, 63, 65, 66
• Six sigma
• Previous experience from Banking, Financial Services, Payroll, Employee Benefits