Partner Success Associate
Vestwell(13 days ago)
About this role
Vestwell is a fintech platform dedicated to improving savings options for retirement, education, and healthcare. It serves a broad range of clients and focuses on simplifying and empowering savings through innovative solutions.
Required Skills
- Customer Service
- CRM
- SaaS
- Financial Products
- Relationship Management
- Communication
- Attention to Detail
- Problem Solving
- Account Management
- Financial Knowledge
About Vestwell
vestwell.comVestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.
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