Senior Associate, Relationship Management (Auto-IRA)
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 and state auto-IRA programs by employing innovative technology and a dedicated team focused solely on our clients’ needs.
State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 15 different state programs and we’re excited about bringing onboard a Relationship Management Associate to work with the Government Savings Relationship Management team to help service our clients. 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.
What Will You Be Doing?
As an Senior Associate, Relationship Management - Auto-IRA, you will operate as a strategic, independent contributor responsible for supporting the Relationship Management team in delivering value to Vestwell Government Savings clients. This role requires sound judgment, problem-solving skills, and the ability to manage escalated client issues while ensuring alignment with business objectives. You will partner cross-functionally and act as a trusted point of contact for both internal stakeholders and clients.
Your responsibilities will include, but are not limited to:
Develop project plans, monitor progress, and participate in status meetings, while collaborating with the Relationship Management team 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 client objectives.
Communicate effectively across teams and with clients via written communication, phone, videoconference, and occasionally in person.
Assist in meeting all client reporting requirements, ensuring accurate and timely delivery.
Exercises discretion to gather, analyze, and evaluate information to solve client problems using reasoned judgment and expertise.
Own the response to escalated client issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency and professionalism.
Act as a proactive collaborator within the Relationship Management team and across departments, supporting seamless client experiences.
Understanding the applicability of regulatory requirements to resolve governance issues and support client success.
Exercise independent judgment in recommending solutions and improvements to processes, workflows, and client engagement strategies.
Maintain clear and accurate documentation of communications, project status, and issue resolution for accountability and audit readiness.
Requirements
The Necessities:
Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
1-3 years of experience including client service and retirement related.
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.
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. 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.