Partner Success Associate
Vestwell(13 days ago)
About this role
Vestwell is a rapidly growing financial technology company that provides a platform for various savings and retirement plans, serving a diverse range of clients across the United States. The company is committed to closing the savings gap and offers a dynamic environment centered on innovative financial solutions.
Required Skills
- Customer Service
- CRM
- Financial Products
- Communication
- Problem Solving
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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