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Client Service Associate

Posted on 6/18/2024



201-500 employees

Digital 401(k) recordkeeping and savings solutions


Compensation Overview

$55k - $60kAnnually


Austin, TX, USA + 2 more

Customer Success Management
Sales & Account Management
Required Skills
Customer Service
  • College degree
  • some customer service experience
  • financial service experience
  • Responding to inbound inquiries via email, phone, and chat
  • Providing complete/accurate responses issued with empathy and understanding
  • Proactively handling concerns, troubleshooting problems, and providing solutions
  • Responsible for reviewing plan documents and processing distribution requests
  • 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
  • Constantly evaluation our product and processes for improvement
  • Providing continuous feedback to our product team around client interactions with our platform
  • Satisfying quality assurance and KPI requirements
  • Meeting quality control expectations through the monitoring of contact resolution
  • Adhering to prioritization requirements, in order to meet Company goals for servicing responsiveness
  • Creating tickets and providing follow-up as required
  • Adhering to client facing and internal Service Level requirements
  • Ensuring client retention and maintenance
  • 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

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



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth