Senior Associate Account Manager

Job Summary

Managing and growing high-value employer client relationships, the full-time Senior Associate Account Manager will retain top ARR clients, provide exceptional service, and collaborate cross-functionally to resolve complex issues in a hybrid work environment.

Key responsibilities

• Independently manage and retain relationships with top ARR clients, addressing post-onboarding needs
• Work closely with clients to understand their business goals and identify opportunities for additional Vestwell products
• Collaborate with internal teams to resolve complex client issues and ensure efficient service delivery

Required qualifications

• College degree and/or equivalent customer service experience
• 2-4 years of retirement industry experience preferred
• Proficiency in Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat
• Strong time management and organizational skills
• Positive and proactive attitude with a commitment to superior customer service