Partner Success Associate
About The Position
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we’re excited about adding a Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level, we’re looking for someone who pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Ideally, you have spent at least 1-3 years in a client facing role. What Will You Be Doing? A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless. Our team’s primary objective is to establish strong relationships with partners, positioning themselves as an integral part of their practice and a key contributor to their success in the retirement space. As a Partner Success Associate, you will play a pivotal role in supporting our team to reach this objective, understanding our partners' goals and driving repeat business. Our partners consist of individual investment advisors, Third Party Administrators (TPAs), National Accounts, Enterprise Partners, as well as PEOs.
Requirements
- 1 to 3 years experience in a client facing role.
- Strong commitment to delivering superior service.
- Ability to collaborate effectively across teams.
- Open to working in a fast-paced environment.
- Positive and proactive attitude.
- Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office.
- Excellent attention to detail and accuracy.
Nice To Haves
- Knowledge of retirement plans and financial products
- ASPPA certifications or credentials.
- Spanish speaking
Responsibilities
- Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation.
- Managing a small book of business consisting of Partner relationships.
- Supporting the team in meeting our KPIs including repeat business by partners, NPS and Churn.
- Supporting Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks.
- Partnering with Success Managers and/or partners to conduct education meetings for plan participants.
- Supporting the creation and maintenance of a comprehensive wiki and knowledge-base for the team.
- Managing administrative requests from partners, as well as maintaining and updating records within our CRM.
- Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion.
- Work closely with product and other internal stakeholders on platform enhancements tied to new legislation, and ongoing quality control.
- Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed.
Benefits
- We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering.
- Oh, and naturally we have a great 401(k) plan!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
