Senior Associate, Onboarding
Vestwell(2 days ago)
About this role
Vestwell is a leading financial technology company based in New York City that provides a platform for savings solutions across retirement, education, and healthcare. The company supports a diverse range of clients including financial advisors, employers, and individuals, helping them achieve their savings goals.
Required Skills
- Project Management
- Client Servicing
- Plan Administration
- Conversion Processing
- Communication
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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