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Full-Time

Client Service Associate

Posted on 6/18/2024

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech

Compensation Overview

$60k - $65kAnnually

Austin, TX, USA + 2 more

Category
Customer Experience
Customer Support
Customer Success & Support
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
Requirements
  • Team mentality and the ability to multitask
  • Develop and maintain a strong business partnership with employers and vendors
  • Strong time management and organizational skills
  • Strong commitment to superior customer service
  • Positive and proactive attitude
  • Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories
  • Excellent attention to detail and accuracy
  • Critical thinking skills
  • Willingness to work 9am ET to 6pm ET
Responsibilities
  • Partner with designated team and Client Success Manager to manage clients
  • Manage client expectations and collaborate across internal teams
  • Share data-driven insights with product teams
  • Lead or attend client conference calls
  • Be the first point of contact for inbound inquiries
  • Conduct appropriate follow-up and communicate effectively
  • Adhere to service level requirements
  • Handle complaints and provide solutions
  • Gather and analyze information to solve client problems
  • Research and respond to client inquiries
  • Document updates to client accounts

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

12%

1 year growth

26%

2 year growth

49%