Senior Associate, Account Manager

About Our Client:The organization operates in the financial technology industry, focusing on improving how individuals save for critical life needs including retirement, education, and healthcare. It provides a platform that supports over 790,000 businesses and 2.75 million active savers across all 50 states, managing over $57 billion in assets. The platform offers a variety of products such as workplace retirement plans, employer student loan repayment benefits, and various savings accounts. Its diverse client base includes financial advisers, employers, administrators, financial institutions, payroll providers, government agencies, and individual savers. About the Opportunity:The SENIOR ASSOCIATE, ACCOUNT MANAGER is responsible for managing and growing relationships with high-value employer clients. The role focuses on retaining top clients, ensuring client satisfaction, and serving as a trusted advisor. This position requires strategic thinking and independent judgment to resolve complex issues and collaborate across multiple internal teams. The Account Manager also supports operational efficiency and client service quality through proactive outreach and process development. Responsibilities:Manage and retain relationships with top clients and pooled plans, addressing needs such as plan changes and inquiries.Advise clients strategically to align Vestwell products with their business goals.Collaborate with Product, Operations, Legal, and Compliance teams to resolve client issues.Conduct proactive outreach to identify service and platform improvement opportunities.Develop and document account management processes and playbooks.Handle escalated complaints and coordinate solutions with relevant teams.Serve as primary contact for inbound client inquiries, maintaining professionalism and empathy.Maintain accurate records of client interactions and account updates.Manage workload to meet service level expectations independently. Requirements:College degree or equivalent customer service experience.2-4 years of experience in the retirement industry preferred.Ability to multitask and handle a high volume of inquiries.Strong time management and organizational skills.Commitment to superior customer service.Positive and proactive attitude.Proficient in Excel or Google Sheets, Word or Google Docs, Adobe Acrobat, and network browsing.Attention to detail and accuracy with numerical data.Location options include New York City, Austin, King of Prussia, or Scottsdale with hybrid work model; remote work considered for exceptional candidates. Pay Range and Compensation Package:The expected base salary range for this position is $60,000 to $80,000.Eligible to participate in the company bonus pool.Eligible to receive new hire equity in the company.Salary bands may vary based on location. Benefits & Perks:Comprehensive health benefits.Generous paid time off.401(k) retirement plan.Hybrid work model with collaborative office locations. Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin. Note:RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.