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Senior Client Service Associate - Retirement Plan Administration



Customer Service
Posted on Wednesday, May 1, 2024


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.


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 Employer Services Consulting Team, as a Senior Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Senior Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests.

Our Senior Employer Consulting Services Associates support many of our startup and conversion plan employers who can help navigate sponsors the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams.

What will you be doing?

  • Assist clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits
  • Effectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping.
  • Work closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests.
  • Create processes, playbooks, and resources to streamline across processes/operations and support team expansion
  • Post interaction within our tooling to document updates to client accounts
  • Conduct post mortems and identify opportunities for improvement in processes and procedures, and work with management and product teams to implement
  • Ability to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions
  • Adhere to client-facing and internal service-level requirements
  • Meet quality control expectations through the monitoring of contact resolution
  • Adhere to prioritization requirements, to meet company goals for servicing responsiveness.
  • Provide consulting services to sponsors and advisors as needed
  • Ensure client retention and maintenance
  • Conduct appropriate and timely follow-ups to ensure the highest level of employer service


  • College degree and/or equivalent customer service experience
  • 2-4 years of retirement industry experience, preferred.
  • Experience in project management.
  • You're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders.
  • Strong communication, critical thinking, and organization skills.
  • Proven ability to think analytically & operate independently within set deadlines
  • Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
  • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
  • Nice to have: retirement certifications (i.e. QKA)

The expected base salary range for this position is $65-$75k. 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.


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!


It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending in is not our Recruitment team.

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