Portfolio Jobs

Search open roles at our #staymagical portfolio companies

Client Service Associate



Customer Service
Posted on Saturday, October 28, 2023

Who Are We?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

Why Vestwell?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

We are seeking an energetic and reliable professional to join our team as an Employer Services Associate. Successful candidates will be responsible for working directly with our clients by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.

Our mission-driven associates are often the first point of contact for clients, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As an Employer Services Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.

What will you be doing?

Day-to-day you will be expected to:

  • Partner with your designated team and cross-functionally with Client Success Manager to manage clients consisting of advisors and employers to ensure their servicing needs are being met and assist with administration issues
  • Manage client expectations to avoid any disconnects with process and timing standard
  • Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction
  • Share data-driven insights with our product teams to improve our platform and planning roadmap
  • Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues
  • Being the friendly, knowledgeable first point of contact for inbound inquiries
  • Conducting appropriate and timely follow up 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
  • Handling complaints, troubleshooting problems, and providing solutions
  • Effectively gathering and analyzing information while using reason and good judgment to solve client problems
  • Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines
  • Providing complete/accurate responses issued with empathy and understanding
  • Posting interaction within our tooling to document updates to client accounts


The Necessities

  • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
  • Develop and maintain a strong business partnership with employers and vendors
  • 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
  • Critical thinking skills to be able to use the information in front of you to come to quick and accurate conclusions

The Extras

  • Retirement industry experience
  • Series 6, 7, 63, 65, 66
  • QKA, QKC
  • Six sigma
  • Previous experience from Banking, Financial Services, Payroll, Employee Benefits

The expected base salary range for this position is 60-65k. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here Vestwell’s California Privacy Rights Policy

Our Benefits

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!