Senior Associate, Relationship Management (Auto-IRA)
Core
Senior Associate supporting the Relationship Management team for Vestwell Government Savings clients, specifically managing state Auto-IRA programs.
Role type
Senior Associate, Relationship Management (Auto-IRA)
Builds
Client service and support for state Auto-IRA programs
Domain
Financial services / Retirement savings / Government programs
Deliverable
client delivery
Required skills
client service, problem solving, project management, cross-functional collaboration, regulatory compliance, documentation, prioritization, communication
Preferred skills
retirement industry experience, multitasking, proactive attitude
Technologies
N/A
Responsibilities
Develop project plans and monitor progress; handle escalated client issues independently; partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance; communicate with clients via written, phone, and video; assist in meeting client reporting requirements; analyze information to solve client problems; recommend process improvements; maintain accurate documentation of communications and issue resolution.
Seniority
Mid-level, independent contributor
