Senior Associate, Relationship Management (Auto-IRA & 529)

Vestwell•Austin, NY

2d•Hybrid

About The Position

Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states. 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 Government Savings (VGS) – a subsidiary of Vestwell Holdings Inc. – serves as the trusted administrator for over 30 programs and counting. We provide support and services for 529 education savings, ABLE disability savings, state auto-IRA programs and Child Savings Accounts (CSA) by employing innovative technology and a dedicated team focused solely on our partners’ needs. Vestwell’s partner list is expanding and we’re excited about adding a Relationship Management Senior Associate to help service our 529 and CSA partners. The ideal candidate will be someone who is client-focused, has great communication, organization and problem solving skills and a proven ability to juggle multiple priorities at once.

Requirements

Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
1-3 years of experience including client service.
Strong time management skills to ensure the timeliness of all proactive and reactive communications
Strong commitment to superior customer service
Positive and proactive attitude
Critical problem solving skills
Strong organizational, analytical and prioritization skills
Excellent written and verbal communication skills.

Responsibilities

Develop partner relationship plans, monitor progress, and actively participate in status meetings, while collaborating with various teams within Vestwell to execute.
Use independent discretion and good judgment to handle complaints, troubleshoot problems, and implement solutions independently.
Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement strategies and tactics designed to achieve partner objectives.
Communicate effectively across teams and with partners via written communication, phone, videoconference, and occasionally in person.
Assist in meeting all partner reporting requirements, ensuring accurate and timely delivery.
Exercises discretion to gather, analyze, and evaluate information to solve problems using reasoned judgment and expertise.
Own the response to escalated partner issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency and professionalism.
Act as a proactive collaborator within the team and across departments, supporting seamless partner experiences.
Understanding the applicability of regulatory requirements to resolve governance issues and support partner success.
Exercise independent judgment in recommending solutions and improvements to processes, workflows, and partner engagement strategies.
Maintain clear and accurate documentation of communications, project status, and issue resolution for accountability and audit readiness.